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Status Planned
Workspace Passare API
Created by Kaylan Johnson
Created on Aug 12, 2021

Add Case Types Selection to System Reports to Include in Report Results

Users need to be able to include other case types, such as Trade Cases, when pulling System Reports.

Example: "Survey Client Service Type" - currently this report only pulls At-Need cases but Trade Cases also are able to specify a Client Service Type used within the Case Information sidebar.

When a user pulls the "Survey Client Service Type" report, it is inaccurate since the Trade Cases are excluded from the totals and percentages of Client Service Types used for that Date Range.

This Case Type selection is needed on other System Reports as well, i.e., Case Count, Case Count by Director per Branch, and General Cases, so as to give accurate and reliable report results.

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