Case Checklist items can be printed using a report in the Report Library or using an Advanced Search query. Refer to the Right-Click Menu to export Checklist items within the current grid as a CSV or Excel file.
NOTE: You must have permission to General > Reports and the Checklist report category in Other Permissions to utilize reports on the Checklist Reports Tab.
To access the available Checklist reports,
Click the Reports icon
in the left navigation pane.
Click the Checklist tab in the left pane of the Report tab.
Select the report that best suits your needs (e.g., Checklist Status Report, Checklist Overdue Status).
The selected report will display in a new Report Details tab.
A set of filters will display above the Checklist report where you can tailor the report as needed.
Review Running a Report for additional details.