Quick Reference

IntegrityCounts gives you two ways to report on your case data, each designed for a different purpose:

Use Case Manager reporting when you need to calculate metrics like average days to close, build custom spreadsheets for your risk management team, or feed case data into external reporting tools.

Step 1: Build Your View with Columns

Your dashboard columns determine exactly what data appears in your export. Selecting the right combination up front means your CSV contains the information you need without extra cleanup.

Click the Columns button (top right of the case table) to open the column picker. Columns are organized into four expandable sections:

Details

Core case identifiers: Case #, Report Date, Date of Occurrence, Month, Case Source, Case Anonymity Level, and Proxy status.

Description

Case context: Location, Department, Case Types, Primary Case Type, Case Summary, and Description.

Important: The Description column displays only the first 204 characters of the case narrative. If a case has a longer description, you will need to open the individual case to view the full text.

Investigation

Team and timeline: Restricted Managers, Assigned To, Messages, Internal Messages, and Days Open.

Actions

Outcomes and status: Status, Priority, Validation Type, Action Type, Tags, Closed By, Closed On, 15 Days no Action, and Outcome Action.

Recommended combinations:

• Resolution speed tracking: Enable Days Open + Closed On to see how long each case took from open to close.
• Outcome analysis: Enable Validation Type + Action Type to see substantiation rates and resolution types (e.g., Corrective action, Training, Termination) at a glance.
• Compliance overview: Enable Location + Department + Case Types + Status for a complete operational snapshot.

Step 2: Filter to Focus Your Data

Filters let you isolate patterns and surface exactly the cases you need to analyze, without scrolling through your entire case history.

Click the Filters tab (above the case table), then click Add Filter. Select a field, choose your values, and click Apply. You can stack multiple filters to narrow your results further.

Available filter fields include: Validation Type, Confidentiality Level, Source, Assigned To, Tags, Reporting Period, Reporting Close Period, Days Open, Department, Status, Proxy, and more.

Example: To see all substantiated cases in your Finance department, add two filters: Department = Finance, then Validation Type = Substantiated. Your case table instantly narrows to only matching results.

Your active filters appear as colored pills above the case table. Click the X on any filter to remove it.

Step 3: Export to CSV

Once your columns and filters are set, you can export the data for analysis in Excel or any spreadsheet tool.

Click Export CSV in the top right corner of the Case Manager page. The export reflects exactly what you see on screen: your selected columns, your active filters, and your sort order.

This is ideal for one-time analysis, such as calculating average resolution time, building year-over-year comparisons, or preparing data for external risk management tools.

Step 4: Schedule Recurring Case Reports

If you need the same data delivered regularly, you can automate it. Scheduled Case Reports deliver a CSV file to your inbox at the frequency you choose, using the columns and filters you have set up.

How to set it up:

1. Configure your dashboard with the columns and filters you want in the report.

2. Click the Case Reports tab (next to Filters and Search, above the case table).

3. Click Schedule Report on the right side.

4. Name your report, set the delivery frequency (Daily, Weekly, Monthly, or Quarterly), and add recipients.

5. Click Schedule Report to activate. You can also send a test email first to preview the output.

Your team will receive fresh, filtered case data automatically without needing to log in. This is especially useful for risk management teams, compliance officers, or external auditors who need regular data updates.