- Choose the content: Select exactly what data or insights you want to include in the report using columns and/or filters.
- Set the schedule: Define the frequency (daily, weekly, monthly, etc.).
- Select the Recipients: Ensure that the right stakeholders have access to the most relevant and up-to-date information without any manual effort.
Note you will be able to create two different types of reports:
- For all case table data (.csv report), first navigate to Case Manager, then choose Case Reports
- For any insights visual charts (.pdf report), first navigate to Insights, then choose Insights Reports
- Each report type will be listed separately in their own section (Case Manager or Insights).