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:

  1. Open the required case.

  2. Select the Overflow tab > Select Run Entity-Based Word Report.

  3. Select the required template.

  4. Select Browse to find and select the location for the report > Enter a name for the remove in the field provided > Select Save.

  5. Select Run.