Month End Activity Summary Report
- Jamie Dottavio (Unlicensed)
The Case Management System (CMS) can email a report providing an activity summary for the previous month.
Typically these reports are at an Incident Type level and use data from reports created in the previous month. The summary data can also be provided at a company level (one email per month for all report data) and the division level (one email per division or division/incident type). If you’d like your month-end report to include divisions, please enable your auto-assignment rules to include divisions. To learn how to edit your auto-assignment rules, click here.
The month-end activity summary report can be enabled/disabled through the Edit Settings page. To learn more about this setting, click here.
An example of a month-end summary would be:
Summary of your Hotline Activity for the previous month:
Period: February 2020
Incident Type: HR
Activity: None
If you’ve been restricted from a report as an implicated party, those reports will be included in the count of reports in the summary report, but not visible to you in the CMS.