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Generating Case Management Reports

The Case Management module supports the reports explained in the following table.

Report

Description

Case Roles Who Can Generate the Report

Case Activity Report

Displays the cumulative count of all cases that were opened, closed, or were acted upon (any other activity that was performed on cases) in a specified period of time.

Note: This report is sorted by the Queues to which the individual cases belong, and by the CSR who worked on the cases.

 

  • Global Administrators
  • Organization Administrators
  • Queue Managers

 

Average Case Life Report

Displays the statistics related to how long an average case lives in the system. In other words, it summarizes how much activity a case worker expends on a typical case.

 

This report also displays how many cases were closed automatically because they timed out.

 

  • Global Administrators
  • Organization Administrators
  • Queue Manager

 

The following subsections explain the fields in these reports and walk you through the steps to generate these reports.