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Case Types Report


The Case Types report draws from the referral source indicated in the case record. This report can be copied and pasted into a Word document, in an Excel document, or into an email.  This report draws its information from the first Case Type indicated in a Case Record.  This report can also be displayed in a pie chart. 

1) To use your Case Types Report, please click SETTINGS> and then select one of the Case Types options in the list.  

A new window will pop open showing you your report options. Select a Start and End Date and decide if you want to include Closed, New, or All Cases within that time frame. 

2) A new window will open either showing you your report or your pie chart, depending on which option you selected.