Use an Entity-based Report to See the Entities Associated with a Case

  1. Open the required case.

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

    This will be available if your administrator has set up a Word template containing bookmarks for the entity data.

  3. Select the required template.

  4. Select Browse to specify where you want to save the report.

  5. Enter a title for the report in the File name field.

  6. Select Save.

  7. Select Run to generate the report.