The Case Analysis shows a list of cases based upon your criteria. Reports are built per chart/procedure and have criteria based on steps and elements in the charts/procedures.
Access the report system
Open Fee Earner Desktop.
When not in a case, click Reports then click Case Analysis Report.
The report's split into two panes. The left-hand pane is the list of procedures and reports under each procedure. The right-hand pane is the criteria for the selected report.
Create a report
Right-click the relevant procedure then click New Report.
Enter the name of the report into Query Name.
Click OK.
The report appears in the left-hand pane of the screen. When you select it, you can add criteria to the report on the right-hand side. To do this, follow the steps in the next section.
Add criteria
Right-click on the criteria pane then select the required criteria. The options available are:
Todo - Report based on certain reminder tasks.
Step - Report on cases that have step X progressed/not progressed.
DBase - Report based on the answer to a question.
Address - Report cases who have addressed question X with an answer contact Y.3
Note: You need to repeat this for however many criteria you need to add.
To run the report, when you've added your criteria, click Run.