Export Data from a Case File to a Report
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Open the required case.
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Select the Overflow
tab > Select Export Report (Word Template).
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Under the Case Options tab, use the available options to specify the case details you want included in the report.
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Select the Source Entity Options tab > Select the types of source entities you want included in the report.
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Select the Entity Options tab > Select the types of subentities and any additional details (like images or documents) you want included in the report.
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Select either of these radio buttons to specify a date range for the report:
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All Dates if you don't want to limit the data in the report to particular dates.
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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.
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Select either of these radio buttons to specify how you want the report to be generated:
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Export Report > Select Browse to find and select the location for the Microsoft Word file.
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Print Report > Select PDF software or a printer from the drop-down.
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Select Run to generate the report.