An important aspect of case management is the possibility to extract statistical information based on the activities of the organisation. In order to generate the reports, a basic structure must first be defined, which can later be used at regular intervals to generate the reports.
The “List of reports”, accessible from the “Reports” navigation menu item, therefore presents a list of report structures, which can be used to generate reports.
To create a new report, follow these steps:
Upon successful validation of the report, the screen “report details” will be shown. From this screen, the report can be personalized to include the fields and filters necessary for the report.
To edit the information of an existing report, follow these steps:
Click on the “Reports” administrative menu item, then click on the report that you wish to edit.
Click on the “Edit report details” button located in the “general information” section of the screen.
For more information on the fields, refer to the “New report” section.
Click on the “Validate” button in order to save the information.