The Intake tab contains a list of reports that reference intakes using criteria such as date taken, synopsis, and comments.
NOTE: A user must have permission to the Report Library and Intakes to utilize the Intake 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.
Report Name | Description |
Intake First Party Export | Displays the default address and email addresses for intakes within the selected criteria for export to csv file. |
Intake Listing (Cases and Intakes) | Displays details on the Cases and Intakes that were created within a specified period of time. Sorted and grouped by Intake Date with subtotals. |
Text Search within Case Intake Comments | Displays a list of intakes in which the comments field contains a specific word or phrase. |
Text Search within Case Intake Synopsis | Displays a list of intakes in which the synopsis field contains a specific word or phrase. |