Users with the Can view reporting permission (within the Field & Community Services module module) will be able to access this page by clicking on their name in the top right corner of the screen and selecting Reporting:
Available Reports
|
Report Name |
Report Description |
|
Current Activity View |
Current new and open activities |
|
Activities Created |
Activities created in the selected date range |
|
Resolved Activities |
Closed activities and time spent on each, in the selected date range |
|
Current Case View |
Current new and open cases |
|
Resolved Cases |
Completed and closed cases and time spent on each, in the selected date range |
|
Case Status View |
Cases that were both opened AND completed or closed, in the selected date range |
|
Cases Created |
Cases created in the selected date range |
|
Metrics |
Metrics in the selected date range (based on Incident Date of the activity or case) - Excel export only |
|
Metrics Summary |
Metrics in the selected date range (based on Incident Date of the activity or case) - summary table with activity/case types as rows and metric types as columns |
After selecting the report you would like to view, one or more summary tables will be displayed (if available). You may adjust the date range on all reports except Current Activity View and Current Case View.
Exporting Data
- The red Download Detailed Report button allows you to download the raw report data in .csv, .json, .xls, or .xlsx format
- The white Download Summary button allows you to download the table on the screen in .csv, .json, .xls, or .xlsx format