Skip to main content

Default Aging Case Reports

Eight new Advanced Search reports for inactive and silent cases have been added to Advanced Search as a baseline when building your own reports. These default, shared reports cannot be deleted, nor can changes be saved; however, edits can be saved as a new report. Staff can also subscribe to these reports.

Inactive Cases Reports

When running the search for any Inactive Cases report, the following columns will be present by default:

  • Case Number

  • Case Name

  • Case Type

  • Primary Staff Code

  • Class Code Title

  • Date Opened

  • Date of Incident

  • LIM Date

  • Last Update Time

Inactive Cases Report (30 days)

  • Description: Open cases that have not been updated in the last 30 days

  • Search For: Cases

  • Filters:

    • If (not) > Last update time > Custom > Last > 30 > Days

    • AND > Is Closed > Not Equal > True

    Inactive Cases Report (60 Days)

  • Description: Open cases that have not been updated in the last 60 days

  • Search For: Cases

  • Filters:

    • If (not) > Last update time > Custom > Last > 60 > Days

    • AND > Is Closed > Not Equal > True

My Inactive Cases Report (30 days)

  • Description: My open cases that have not been updated in the last 30 days

  • Search For: Cases

  • Filters:

    • If (not) > Last update time > Custom > Last > 30 > Days

    • AND > Is Closed > Not Equal > True

    • AND > Case Staff Assigned – Any > Staff > Select Staff > Equal > Current Staff

    My Inactive Cases Report (60 Days)

  • Description: My open cases that have not been updated in the last 60 days

  • Search For: Cases

  • Filters:

    • If (not) > Last update time > Custom > Last > 60 > Days

    • AND > Is Closed > Not Equal > True

    • AND > Case Staff Assigned – Any > Staff > Select Staff > Equal > Current Staff

Silent Cases Reports

When running the search for any Silent Cases report, the following columns will be present by default:

  • Case Number

  • Case Name

  • Case Type

  • Primary Staff Code

  • Class Code Title

  • Date Opened

  • Date of Incident

  • LIM Date

  • Last Note Date

Silent Case Report (30 Days)

  • Description: Open cases with no notes in the last 30 Days

  • Search For: Cases

  • Filters:

    • If (not) > Last Note Date> Custom > Last > 30 > Days

    • AND > Is Closed > Not Equal > True

    Silent Case Report (60 Days)

  • Description: Open cases with no notes in the last 60 Days

  • Search For: Cases

  • Filters:

    • If (not) > Last Note Date> Custom > Last > 60 > Days

    • AND > Is Closed > Not Equal > True

My Silent Case Report (30 Days)

  • Description: My open cases with no notes in the last 30 days

  • Search For: Cases

  • Filters:

    • If (not) > Last Note Date> Custom > Last > 30 > Days

    • AND > Is Closed > Not Equal > True

    • AND > Case Staff Assigned – Any > Staff > Select Staff > Equal > Current Staff

    My Silent Case Report (60 Days)

  • Description: My open cases with no notes in the last 60 days

  • Search For: Cases

  • Filters:

    • If (not) > Last Note Date> Custom > Last > 60 > Days

    • AND > Is Closed > Not Equal > True

    • AND > Case Staff Assigned – Any > Staff > Select Staff > Equal > Current Staff

Did this answer your question?