Including Updates and Chronological Activity Timelines

Templates can include case updates and, when requested, the chronological activity logs recorded inside those updates.

Add update content to a template

Use View Variables to select a supported update field or use the Case Updates Table from Word Sections. Choose the format that matches the report layout.

Include chronological timeline entries

Confirm the relevant case updates contain activity timeline entries.
Use {{Updates.with_timelines}} in the report template for the combined update/timeline output.
Open the case's Reports tab and Generate Report.
Select Include Activity Timelines.
Generate and review the order, dates, times, and narrative in the resulting document.

Why timelines may be missing

Selecting the checkbox does not add timeline content to a template that lacks the relevant output. A case without update timeline data has no such entries to include. Access restrictions also affect available data.

Reports do not schedule or bill timeline entries

Timeline content is read-only report evidence. Including it does not create calendar events, create tasks, consume budget, or generate invoices.

Excluding timelines

Turning the option off changes report output; it does not delete or modify the original updates or their timeline entries.