1
Run Case Reports
1.1
Make sure the Case Review tab is selected.
1.2
Search for the desired accounts. Reports run on accounts shown in the Case Review list.
1.3
Click the Reports button to display the Reports window.
1.4
Check the box by the report you want to run.
1.5
If necessary, check the desired sorting option for the selected report.
1.6
Click Excel to save the report to an Excel spreadsheet. Click Print to generate a PDF of the report.