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How do I run a Cases (Services) report ?

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  • Updated
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  1. Open the Reporting section via the navigation menu.  
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  2. Click on any report under the Cases tab.
  3. Complete the required parameters such as start/end date and assigned staff. Then click View report. 
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  4.  If you'd like to view a report automatically, click Subscribe. 
  5. Update the date and add the users that you'd like to send the report to. Then click Subscribe.                    

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