eCASE Reports provide detailed information about different folders and tasks that can be used to track information by date or time period, contact information, users working on folders, and task details under each folder. Users can also: generate reports automatically at scheduled times, print reports, share reports via email; export reports in various formats (including MS Word, Excel, HTML, and CSV ) and filter the information as needed. In addition, users can create custom reports to show specific information as needed.
Reports List Interface
Access Reports via the Launch Pad. Selecting Reports opens the Reports List on your dashboard, as shown in the following example:
The Reports interface includes the (A) Reports List, a list of all system reports you can access. There is also a (B) Reports Toolbar where you can run reports, view scheduled reports, create new reports and more.
You can also take actions to manage reports on this list. Select a report and use the Actions options as described below:
Action | Description |
Edit | Edit the saved report parameters. You must click Save after editing the parameters to retain these changes. |
Delete | Delete a report from the system. You are prompted to confirm this deletion before it is removed from the system. |
Share | Share this saved report template with another system user. Once a report is shared with that user, they will have the option to select it from their Reports List. The Share Report Template pop up is shown below. Use the checkboxes to select users from the list (or use the filter options to locate a user) then click Add to add the report for the selected user(s):
|
Add to Favorites | Add the reports to your Favorites list for easy access. After selecting a report and clicking Add to Favorites the Add to Favorites screen appears as shown below. You can assign this favorite to a Group, and you are required to enter a Display Name for the favorite. Click Save to save the report to your favorites:
|
Types of Reports
eCASE has a set of standard reports accessible from the Launch Pad, and also allows users to create Custom Reports. All the available report types are described in the table below:
Report Type | Description |
Completed Report | The Folder Report provides information on folders based upon user selected criteria. |
Task Report | The Task Report provides information on task statuses on folders. |
Query Report | The Query Report provides information on custom search criteria. |
Processing Time Report | The Processing Report is the time taken to complete the actions on a folder. The Processing Times Report displays information of the time taken for processing folders at various stages during a particular period. |
Volume Report | The Volume Reports displays information on the total active folders and the volume of the work done on these folders for a particular time period. |
Application Report | eCASE allows for the use of customized Crystal Reports. |
View a Report
Follow the steps below to view a preconfigured report from the Reports List.
NOTE: These steps are provided as an example. Certain reports will require specific parameters which may not be reflected in these screens.
Select Reports from the Launch Pad
In the Reports List, select the report you'd like to view then click Run. In this example, we're running the Agent Case Hours report
The Parameters screen appears for the selected report. Note that these parameters depend on the specific report being run. In this example, we're required to enter the (A) Start Date and (B) End Date
Fill in the required fields, then click Show Report to view the report output
The report output appears as shown in the following example. For details on this interface, see the following section
View Report Interface
When viewing a report in eCASE, you have some options for viewing and managing the output. An example View Report interface is shown below, with the report output in the center, and the View Report tools in the upper-left corner:
These report viewing tools are shown in greater detail below and described in the following table:
Ref | Tool | Description |
A | Page/View | Use the Page Selection tools to navigate to a specific report page or the Zoom to determine the zoom level in the report viewer |
B | Search | Enter search terms in the text field to locate these terms within the report output |
C | Print to PDF | Export the report output in PDF format. When selected, the Print to PDF pop-up appears where you are prompted to select a page range, then click Export to save the report in PDF format:
|
D | Export | Export the report in various formats, including Crystal Reports (RPT), PDF, Excel, Word, RTF, CSV, and XML. When selected, the Export pop-up appears where you are prompted to select a File Format and Page Range, then click Export to save the output in the selected format: |
E | Group Tree | Use the Group Tree to navigate groupings in the report output, if applicable. |
