Generating a Report from a Case

Generate a report from the case so supported placeholders resolve to that case's current permitted data.

Generate and download

Open the correct case and confirm its number and instance.
Select the Reports tab.
Select Generate Report.
Choose an active template allowed for the case type.
Review the template information and any validation warnings.
Choose Include Activity Timelines if the template and report need them.
Review Evidence Attachments where shown and select only the intended files.
Select Generate & Download and allow generation and saving to finish.
Open the downloaded DOCX, then confirm the report appears in the case's Reports list.

Requirements

You need View Reports, Generate Reports, and View Report Templates, along with case access. Generation is disabled for closed or read-only cases. Evidence choices depend on file permissions.

Review before delivery

Check case identifiers, source data, blank fields, dates, subject details, evidence references, formatting, and audience suitability. Generation does not automatically send the report to a client.

If the download does not appear

Check the browser's downloads and the saved Reports list before generating again. If the report was saved, use its Download action when permitted.