Use an Entity-based Report to See the Entities Associated with a Case
-
Open the required case.
-
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.
-
Select the required template.
-
Select Browse to specify where you want to save the report.
-
Enter a title for the report in the File name field.
-
Select Save.
-
Select Run to generate the report.