This Report shows all Closed Cases during set Date Range. You will be able to see the Case, as well as the associated Clients that have been discharged.
NOTE: This Report includes Archived Clients.
Jump to Section [Set Report Parameters] [Read Report] [Download Report]
Set Report Parameters (Filter)
- Click Reports in primary navigation bar and click Closed Cases under Cases & Notes section.
- Set Filters:
- Set Date Range
- Click Run Report.
Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at top of report.
Read the Report
- You can Search the Report for a specific name or word. i.e. Status, Client Name, Service Type, etc.
- From left to right, you can see:
- Client(s) associated with Case
- Case
- Staff Assigned to Case
- Closed By
- Closing Disposition listed in Case
- Additional Comments
- Closed Date
Download Report
Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.
- Click the CSV and PDF button on the upper right tab.
