Generate an Entity-based Report
You can use an entity-based report to see entities that are associated with a case.
To run an entity-based report your administrator must have set up a Word template with bookmarks.
The entity data will be mapped to these bookmarks.
To generate an entity-based report:
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Open the required case.
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Select the Overflow
tab > Select Run Entity-Based Word Report.
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Select the required template.
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Select Browse to find and select the location for the report > Enter a name for the remove in the field provided > Select Save.
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Select Run.
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