The Case Type Directory may be printed using a Case Type Directory report in the Report Library.
A list of case types can be printed using the standard Neos Case Types report.
NOTE: You will need the proper permissions to access the Directory Reports.
To access the Case Types Directory report:
Click the Reports icon
on the left navigation pane.
Select the Directory option.
Select the Case Types report from the list of reports.
The Case Types report displays the Case Type information pertaining to the General tab, Labels, Phases, Staff Assigned, Case Date labels, Active Tabs, and Tab User Defined Fields.
Once you have configured the report filters and columns to your liking, the report can be exported to CSV, PDF, or PDF Legacy. The Excel option is also available by right-clicking into the grid and choosing Export > Excel.