This Training program is customised for the Windows version of Case Manager. See also Web version.

Lab - Reports

There's some things you need to know about your cases. It's time for some reports.

Which accounts are overdue for employee Lisa Holley's cases?

Clearly you need to create an Overdue Accounts report.

Exercise 1

Select View > Reports from the main menu or click the Reports button in the main tool bar.
Select Overdue Accounts Detail from the list on the left hand side of the window.
In the Company section you can focus the report on one company or report on all companies.
In the Category dropdown you can select one or more case categories.
At the Employee dropdown list click the check box for Lisa Holley to select cases assigned to her.
Click Preview on the right hand side to have a quick look at the report. If this is acceptable the report can be printed or saved to a file (i.e. PDF).
Close the preview window.

Can you summarise the outcomes of your closed cases?

You need to create an Outcome Summary report. This time create it as a grid.

Exercise 2

Select Outcome Summary.
Click Grid on the right hand side of the window.
In the grid, click the Percent column to sort by percent.
If the preview is complete, you could publish the report by either printing it or exporting it to an Excel file.
Close the Reports window.

What costs have been billed to Allianz?

To answer this you could create a simple ad hoc report of the Case List showing costs billed to Allianz.

Save the Case List Criteria settings as a view so that you can perform the same report later.

At the Case List export the output to an MS Excel file.

Exercise 3

Click the Case List Criteria button .
Select the Save tab.
Click New.
Re-name the Current view to Allianz.
Click the Filter tab.
Select the Company Allianz for the Bill To.
Click the Columns tab.
Under the Billing tree select Billed costs.
Click Add>>.
Click the Save tab .
Click the Save Now button.
Click the OK button.

Notice that the Case List changes to show billed costs for Allianz cases.

You can export this information to MS Excel if it is installed on your computer by clicking the button.

After doing the quiz you have completed this module. You can run standard Case Manager report s and create an ad hoc case report using the Case List Criteria. It's time to learn some more administration functions.