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Saved Reports in MyCase

When using the Case List or Contact Reports, each user can save your custom filter and column configurations for future use.

Updated over a week ago


​Following along in MyCase is recommended as you read the steps.
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​Overview
​How to Save a Report

Accessing Saved Reports

Overview

When using the Case List or Contact Reports, you save your custom filter and column configurations for future use. Rather than continuously rebuilding your query in each report, you can save your reports to enable one-click generation of your custom reports.
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How to Save a Report

  1. To save a report for future use, customize the report and then run it.

  2. Next, select the Save to My Reports button in the upper-right corner and enter the name you would like to give it. ​
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Accessing Saved Reports

  1. Navigate to Reports

  2. Select My Reports, where you can view all the reports you have previously saved and access them with a single click.

  3. You can also edit the name or delete your saved report on this page.


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