Generate Case Note reports
- lisa sinclair (Unlicensed)
- Jaime Drysdale
This article is for Administrators and Teachers granted the View or Create Case Notes privilege
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.
Contact your principal if you cannot view or generate these reports.
View Case Notes
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.