Export Case History

You can export a report of all your cases from the Case History page.

To export Case History, follow the steps below:

  1. Click the Case History button on the CASE MANAGER Start Page.

  2. The Case History page appears.

  3. Click the Export Case History button on the Case History page.

  4. The Export Case History dialog appears.

  5. Enter the information for the export.
  6. Enter the following information:

    • Output File Name - The name of the export file

    • Select Export Option - The type of report the export will generate -- options include:
      • Case Summary

      • Case Detail

  7. Click the Export button.

  8. The Case History report is generated.