Generate Case Note reports

Owned by lisa sinclair (Unlicensed)
Last updated: Sept 01, 2020
1 min read

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.