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Provides a detailed report for case.

Report Columns

  • Client Name
  • Case Subject ( link to all info for the case = case history pop up )

Optional Columns

  • Case Creation Date
  • Case Type
  • Case Status
  • Client Country
  • Client World Region
  • Client Address
  • Client Phone
  • Client Email
  • Client State Province 
  • Date for last date of action
  • Subject for activity (last action)

Filters

  • Case Created (date range)
  • Case Type
  • Case Status
  • Case Last Action Date (date range)
  • Case Contact/Client Name
  • Client Country
  • Client Address
  • Client Phone
  • Client Email
  • Client State Province
  • Case Role

Other Options

  • Sort by: Client Name (default), Case Creation Date, Date of Last Action

Category

  • CiviCase

Permissions

  • access CiviCase
Labels:

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