This article is for Administrators and Teachers
You can generate two PDF reports for case notes if you have the privileges to view, edit and create.
The summary report generates all case notes for the specified criteria, including category, subcategory, creator and dates.
The Case Notes list generates a report based on the case notes accessible to that user.
In both cases, you’ll find your reports in the Downloads Manager.
View Case Notes
Login to uEducateUs and expand your browser window so the left-hand main menu is visible.
Click the 3-bar hamburger menu at the top left if you can’t see the menu.
Click Well-Being > Case Notes
Generate Summary report
Click Summary
Choose the criteria
Click Generate.
Generate report on your case notes
This is a two-step process.
Reorganise the reports on the page
Click column headings to change the report order
Click Filter to specify which reports are displayed:
Choose your criteria
Click Apply Filter.
Generate the report
Click Case Notes List.
Next step
Open the download manager and download your report.