Create a New Report

eCASE has a set of standard reports accessible from the Launch Pad, and also allows users to create Custom Reports. You can click below to see steps to create each type of eCASE report:

Create a Folder Report

Complete the steps below to generate a report based upon user selected criteria. The procedure below features the Folder Report option. To generate a report:

From the Launch Pad click Reports.
From the Reports List, click New, then select Folder Report under the Report Type drop-down
Click OK. The screen below appears.

Complete fields as necessary. The Folder Criteria subsection includes the following fields.

Field	Description
Folder ID	The unique folder identifier.
Folder Owner	Owner of the case folder.
Link Folder ID	The unique identifier for the linked folders.
Parent Folder ID	The unique identifier for the parent folder.
Folder Created By	The user who created the folder.
Sub Folder	The ID of the sub workflow folder.
Folder Close By	The user who closed the folder.
Subject	Enter a subject or brief summary.
Case Type	Type of case folder created.
Task Assigned By	Select the user who assigned the task.
Office	The initiating office for the case folder.
Workflow Type	The workflow type, i.e. Ad Hoc, Standard, All, or None.
Workflow	Select the workflow from a list of preconfigured options.
Responsible Office	Responsible action office for the case folder.
Folder Status	The folders current system status (configurable).
Show Selected Fields with repeating tables in individual rows	Click this checkbox to permit table output for selected fields.
Task Assigned To	Select the user who is assigned the folder task.
Generate/Print/Export report in capital letters	Select this checkbox to generate the report in all capital letters.
Print/Export filters in the resultant report	Select this checkbox to include filters in the report output.

Form fields for output table properties and contact criteria in a user interface.
The Output Table Properties and Contact Criteria subsections include the following fields

Field	Description
Group By	Sort the report group by Case Type, Initiating Office, Contact Type, and Contact.
Sort By	Select a value from the drop down list to arrange the rows in the report. Choose Ascending or Descending to sort the rows in ascending or descending order.
Output Columns	Add columns to the report by selecting items from the Available Columns and using the Arrows to move one or all columns to the Resultant Columns field. All columns listed under Resultant Columns are included in the report output.
Last Name	Last name of the person who is requesting for information on behalf of the contact.
First Name	First name of the person who is requesting for information on behalf of the contact.
Contact Type	Contact type for "on behalf of" party.
Business Phone	Work phone number for of "on behalf of" party.
Organization Name	Name of the organization to which the contact belongs.

The Date Criteria subsection includes the following fields:

Field	Description
Created Date	Select the time period between which the folders were created OR Select the Current/Previous Day/Week/Month/Year OR Specify the Elapsed period in (number of days) from the drop down.
Workflow Start Date	Select the time period between which the workflow began or select current/previous day/week/month/year OR Specify the Elapsed period in (number of days) from the drop down.
Received Date	Select the time period between which the request was received OR Select the Current/Previous Day/Week/Month/Year OR Specify the Elapsed period in (number of days) from the drop down.
Closed Date	Select the time period between which the folders were created OR Select the Current/Previous Day/Week/Month/Year OR Specify the Elapsed period in (number of days) from the drop down.
Response Due Date	Select the time period between which a response is due on OR Select current/previous day/week/month/year.
Secondary Due Date	Select the folder's secondary due date and time.
Priority Code	Select the priority for folder processing.

After all the available information has been submitted, click Run. A pop-up window appears, containing a report featuring the parameters requested

Create a Task Report

The Task Report follows the same procedure as the Folder Report, listed above, with some minor differences. The Task Report includes the following changes:

Form fields for folder criteria including status, task name, and workflow type options.

The Folder Criteria subsection includes the additional fields:

Field	Description
Task Name	The name of the task within eCASE.
Task Status	The status of the task within eCASE.

Form fields for task dates including assigned, due, and completed dates with elapsed days.

The Date Criteria section includes the following additional fields:

Field	Description
Task Assigned Date	Select the time period between which the task was assigned OR Select current/previous day/week/month/year.
Task Due Date	Select the time period between which a task is due OR Select current/previous day/week/month/year.
Task Completed Date	Select the time period between which the task was completed OR Select current/previous day/week/month/year.

Field

Description

Task Assigned Date

Select the time period between which the task was assigned OR

Select current/previous day/week/month/year.

Task Due Date

Select the time period between which a task is due OR

Select current/previous day/week/month/year.

Task Completed Date

Select the time period between which the task was completed OR

Select current/previous day/week/month/year.

Create a Query Report

The Query Report provides information on custom search criteria. To run a Query report:

From the Launch Pad click Reports.
From the Reports List, click New, then select Query Report under the Report Type drop-down:
Click OK. The Custom Report by Query screen appears:
Make a selection in the Select Query list. Note that this selection determines the rest of the fields available to configure this report.
The Query Parameters and Output Table Properties subsections appear. Complete the fields within these subsections. The Output Table Properties subsection determines what fields are contained in the generated report.
Click Run to run the report. You can also click Save or Save As to save the criteria for later retrieval.

Create a Processing Times Report

The Processing Report reports on the time taken to complete the actions on a folder at various stages during a particular period. To run the Processing Times Report:

From the Launch Pad click Reports.
From the Reports List click New, then select Processing Times Report under the Report Type drop-down:
Click OK. The screen below appears:
Complete fields as necessary. A breakdown of the subsections and their fields follows below:
Date Criteria:

Field	Description
Created Date	Select the time period between which the task were created OR Select current/previous day/week/month/year.

Field

Description

Created Date

Select the time period between which the task were created OR

Select current/previous day/week/month/year.

Additional Characteristics

Field	Description
Include Graphs	Click this checkbox to include visual representation of data in the output.
Generate/Print/Export Report in Capital Letters	Select this checkbox to generate the report in all capital letters.
Print/Export filters in the resultant report	Select this checkbox to include filters in the report output.

Select Role Names

Field	Description
Output Columns	Add columns to the report by selecting items from the Available Columns and using the Arrows to move one or all columns to the Resultant Columns field. All columns listed under Resultant Columns are included in the report output. Users can also arrange the order of the columns under Resultant Columns by selecting individual columns and using the Arrows to move the items up and down in the order

After all the available information has been submitted, click Run. A pop-up window appears, containing a report featuring the parameters entered

Create a 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.

From the Launch Pad click Reports.
From the Reports List click New, then select Volume Report under the Report Type drop-down:
Click OK. The screen below appears
Complete the fields to configure the report. These are described in the following tables:
Date Criteria:

Field	Description
Created Date	Select the time period between which the task were created OR Select current/previous day/week/month/year.

Field

Description

Created Date

Select the time period between which the task were created OR

Select current/previous day/week/month/year.

Additional Characteristics

Field	Description
Include Graphs	Click this checkbox to include visual representation of data in the output.
Generate/Print/Export Report in Capital Letters	Select this checkbox to generate the report in all capital letters.
Print/Export filters in the resultant report	Select this checkbox to include filters in the report output.

Select Role Names

Field	Description
Output Columns	Add columns to the report by selecting items from the Available Columns and using the Arrows to move one or all columns to the Resultant Columns field. All columns listed under Resultant Columns are included in the report output. Users can also arrange the order of the columns under Resultant Columns by selecting individual columns and using the Arrows to move the items up and down in the order

After all the available information has been submitted, click Run. A pop up window appears, containing a report featuring the parameters entered