The Cases App allows you to create reports that display case information based on a variety of metrics. The following steps will show you how to generate these reports, as well as provide details about your report types.
Create a case report
On your Method dashboard, click the ellipsis button [
⋮] on your Cases App and select Reports.
This opens your Case Reports screen.
There are two types of reports you can view.
Charts - These charts are dynamic and viewable via the browser.
Print Reports - These reports give a detailed overview of your cases and can be downloaded as pdfs or exported to Excel.
Case Charts
When you select Charts for the type of Case Report, there are different charts that will show based on the Case Status Filter. As you change the different filters, the charts shown will change.
By Case Status
The first allows you to filter by Case Status:
All Cases: When selected, the charts shown will be
All Cases by Assigned To
All Cases by Case Type
All Cases by Status
Open Cases: When selected, the charts shown will be
Open Cases by Assigned To
Open Cases by Case Type
Open Cases by Priority
Closed Cases: When selected, the charts shown will be
Closed Cases By Assigned To
Closed Cases by Reason
Closed Cases by Origin
By Assigned To / Range
You can further filter which is shown in the charts by Assigned To and date Range:
Shared User: Include cases by all users who have set their permissions to share openly.
Specific User: Include cases of only one specified user.
Range: Include cases within a specific date range.
Print Reports
Instead of the charts, you can choose to create printable, detailed pdf forms by selecting Print Reports. This allows you to generate a variety of reports based on different metrics.
Underneath the report type, you can select different filters: which cases will be included in the report based on different parameters.
Case Status: You can filter which cases show up in the report based on whether or not the case is open, closed, or both (All).
Assigned To: You can filter which cases show up in the report based on the Method User assigned to the case. You can choose either to filter by one user or all users (respecting share permissions).
Range: You can filter which cases show up in the report based on a date range.
Below that you can you choose between five different reports:
Case List: Display all cases as defined by the filter views.
Case List by User: Display all cases sorted by the Method:CRM user it is assigned to.
Case List by Contact: Display all cases sorted by the contact who has the problem.
Case List by Status: Display all cases sorted by its status. The current stock statuses are In Progress, Escalated, On Hold, and Closed.
Case List with Activities: Displays each case with a breakdown of all associated activities.
At the bottom, you can select how you wish to receive the report.
Print Preview: This will generate a PDF form which you can download and print. If you click this button and nothing happens, make sure your browser doesn't block the pop-up.
Export to Excel: This will download an .xls file which you can open in Excel.