A list of intakes may be printed from a report in the Report Library or using an Advanced Search query. Refer to the Right-Click Menu to export Intake items within the current grid as a CSV or Excel file.
NOTE: You must have permission to General > Reports and the report categories in Other Permissions.
To access an Intakes report:
Click the Reports icon
in the left navigation pane.
Click the All tab to locate Intake reports or select the Intake tab.
Select the desired report to run.
Report-specific criteria can be used to filter the report as needed.
Review Running a Report for additional details.