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Case types available from the Report Browser

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In the Report Browser, the case types that managers can report on include all work types within the current application.

In addition, if the Access of Role to Object instance for the manager’s role specifies a value of 5 (Production Level access) for the Modify Rules and Delete Rules options, the list of available classes also includes:

  • Assign-Worklist
  • Assign-WorkBasket
  • Data-Admin-Organization
  • Data-Admin-Organization
  • Data-Admin-OrgDivision
  • Data-Admin-OrgUnit
  • Data-Admin-Operator-ID

  • Creating a dedicated ruleset version for manager reports

    In the Report Browser in the Case Manager portal, managers create report definitions, report shortcuts, and report categories. To enable managers to create and modify these types of rules as they use the Report Browser, you must create a dedicated ruleset version for manager reports.

  • Creating a report

    In addition to using the standard reports, you can create your own reports to meet additional business needs. For example, you can decide which columns to display in your report by using the Report Editor.

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