CaseWyze provides list exports and case-level summary tools for different purposes. Review the scope of the output before sharing it.
Exports respect case access. A case list export is not a backup of all subjects, updates, attachments, or financial records.
Open a case and use its summary PDF action when available, or use the Reports tab for the appropriate report workflow. Review the available sections and generated output. These actions depend on your permissions.
Check the case number, date range or filters, included information, and intended recipient. Downloaded files do not retain the application's interactive access controls; handle them according to your organization's practices.
Selecting multiple rows can expose bulk status or deletion actions. Review the selected records before applying a change; selection is not permission to alter every case in the list.