To create an ASB case report

The procedure to create an ASB case report is as follows:

1. Using the Advanced search spy-glass (), select ASB Case as the Search for and Search by category, and enter the Case Reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The ASB Case Details window is displayed.
3. Click on Summary. The Summary tab is activated, revealing a list of all chronological events undertaken for the ASB case as a timeline.
4. Click on Case Report. The Configure ASB Case Report window is displayed.
5. Activate the desired components of the ASB case report using the corresponding tick boxes provided. An explanation of each attribute is summarised in the table below.
6. Enter the inclusive Start date for the ASB case report using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) 2.
7. Enter the inclusive End date for the ASB case report using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) 3.
8. Select the desired output format of the ASB case report, specifically Export to CSV file or Export to PDF, using the corresponding tick box provided 4.
9. Click on Create Report. The report data is compiled within the specified date range.
10. Where a CSV output format is selected, the end user is invited to Open or Save the report to a desired location.
11. Alternatively, where a PDF output is selected, the report is displayed in a new web browser instance, from where it can be saved to a chosen destination folder for subsequent retrieval.
12. Click on Close.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, company, status) to ensure that the correct ASB case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 All event logs created prior to the specified start date will be excluded from the report.

3 All event logs created after the specified end date will be excluded from the report.

4 Only one output format is permitted for a generated case report; where both formats are required, generate the report for a second time, choosing the alternative format.

See related topics...

ASB case progression management overview

Using the search facility