Export Data from a Case File to a Report
  1. Open the required case.

  2. Select the Overflow tab > Select Export Report (Word Template).

  3. Under the Case Options tab, use the available options to specify the case details you want included in the report.

  4. Select the Source Entity Options tab > Select the types of source entities you want included in the report.

  5. Select the Entity Options tab > Select the types of subentities and any additional details (like images or documents) you want included in the report.

  6. Select either of these radio buttons to specify a date range for the report:

    • All Dates if you don't want to limit the data in the report to particular dates.

    • Date Range to limit the data in the report to a particular date range > Use the Calendar icons or enter a date range in the Date From and Date To fields.

  7. Select either of these radio buttons to specify how you want the report to be generated:

    • Export Report > Select Browse to find and select the location for the Microsoft Word file.

    • Print Report > Select PDF software or a printer from the drop-down.

  8. Select Run to generate the report.