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Month by Month File Count

Posted: Tue Oct 14, 2014 2:03 pm
by Prosser
Mike, we need a special report for the month of September. We need to know the number of files that were currently open at the first of the month. Also, we need to know the total number of cases that were newly opened in September and the number of cases closed/settled in September. Then we need a final case count of open cases for the end of the month. What is the best way to do this.

Re: Month by Month File Count

Posted: Tue Oct 14, 2014 6:07 pm
by Admin1
1. You can use the normal Search For A Case
2. Click the Clear button
3. Enter O For status for open if you only want open cases
4. Click the Search By and select either Date Entered, Date Open or Date Closed.
5. In the Search For enter to dates like this as an example: 9/1/2014 TO 9/30/2014

Mike