The Import/Export tab contains a list of reports that reference imported and exported cases.
NOTE: A user must have permission to the Report Library and the Import/Export function to utilize the Import/Export Reports tab and reports.
Standard reports cannot be deleted; however, they can be edited and saved as a new report.
Refer to Accessing Reports for additional details.
Client Info Detailed Export All | Provides detailed client information for selected clients in an exportable format. |
Client Info Detailed Export by Intake Date | Lists all client parties in cases with the selected criteria and where the Intake Date is between the selected date range. Sorted by Name, then by Case Number. Report is best used for exporting to a .csv file. |
Client Listing - Personal Info With Address for Export | Lists the personal info for all client parties in cases with the selected criteria. Shows Case Number, First Name, Middle, Last Name, Default Address fields, Home, Work and Mobile Phone Numbers, Default Email, Date of Birth, Gender, Age, ID Code, Case Type, Class, Primary Staff, Date Opened, Date Closed. Sorted by Name, then by Case Number. Report is best used for exporting to a .csv file for use in Excel. |
Email List Client | Lists all parties in cases for the selected criteria. Shows Case Number, Prefix, First Name, Middle, Last Name, Suffix, Default Email, Case Type, Class, Date Opened, Close Date, Primary Staff. Sorted by Name, then Date Opened. |
Imported Cases and Intakes | Report created from advanced search query. |
Mailing Address List for All Names | Mailing Labels Address List for Export - All Names |
Mailing Address List for Intakes | Mailing Labels Address List for Export - Intakes |
Mailing Address List for Parties | Mailing Labels Address List for Export - Parties |
Mailing Address List for Providers | Mailing Labels Address List for Export - Providers |
Mailing Labels List for Intakes | Report created from advanced search query. |
Phone List Client | Lists client parties in cases with the selected criteria. Shows Case Number, First Name, Last Name, Home Phone, Mobile Phone, Business Phone, Case Type, Class, Date Opened, Close Date, Primary Staff. Sorted by Case Number. |
Provider Info Detailed Export All | Provides detailed provider information for selected providers in an exportable format. |
Referral Report with Client Info | Lists client parties in cases with selected criteria. Sorted by Last Name, First Name. Report Summary includes Total Number of Cases. Clients who have more than one case will appear in multiple rows. Report is best used for exporting to an Excel file. |