How to Manage Columns in Case Manager
Quick Reference
Columns control what information appears in your case table. By customizing which columns are visible, you can build a dashboard view tailored to your role, whether you're triaging new cases, tracking resolution timelines, or preparing data for export.
Click the Columns button in the top right of the case table to open the column picker.
Toggling Columns On and Off
1. Click Columns in the top right corner of the case table.
2. Expand any of the four sections: Details, Description, Investigation, or Actions.
3. Check or uncheck the columns you want to show or hide.
Your case table updates immediately. The columns you select also determine what appears in CSV exports and scheduled Case Reports.
Available Columns by Section
Details
Core case identifiers: Case #, Company, Report Date, Date of Occurrence, Month, Case Source, Case Anonymity Level, and Proxy.
Description
Case context: Location, Department, Description, Case Summary, Case Types, Primary Case Type, Previously Reported, Is Employee, and Is Referred.
Important: The Description column displays only the first 204 characters of the case narrative. To view the full text, open the individual case.
Investigation
Team and timeline: Restricted Managers, Messages, Assigned To, Internal Messages, and Days Open.
Actions
Outcomes and status: Status, Tags, Updated, Priority, Validation Type, Action Type, Attachments, Closed By, 15 Days no Action, Closed On, and Outcome Action.
Recommended Column Combinations
The right column setup depends on what you're trying to accomplish:
| Goal | Columns to Enable |
|---|---|
| Daily triage | Report Date, Status, Priority, Days Open, Assigned To |
| Resolution speed tracking | Days Open + Closed On (side by side to see time from open to close) |
| Outcome analysis | Validation Type + Action Type (substantiation rates and resolution types at a glance) |
| Compliance overview | Location + Department + Case Types + Status (complete operational snapshot) |
| Export preparation | Enable everything you need in the CSV, then export. Your column selection determines your export columns. |
For a full walkthrough of exporting and scheduling reports based on your column setup, see How to Export and Schedule Reports from Case Manager.
Key Takeaways
Columns control what you see on your dashboard and what appears in your exports. Use the four sections (Details, Description, Investigation, Actions) to build a view that matches your workflow. Your column selections carry over to CSV exports and scheduled Case Reports.