The case's Reports tab lists saved generated reports, with their title, generation date, generating user, and available actions.
Downloading saved reports requires Download Reports permission.
A report does not update when you edit a subject, add an update, change a budget, or revise a template. Generate a new report to capture current data.
Check identifiers, names, dates, missing fields, repeated sections, page breaks, selected evidence, and sensitive internal information before delivery. A successful generation confirms the document was produced, not that its contents are complete or approved.
You can revise your local copy in Word. Those local edits do not update the stored generated report or its source case data. Correct case facts in CaseWyze when appropriate and regenerate. Manage a final externally edited copy through your organization's document process, such as a clearly named case attachment.
Generation and download do not automatically email the report. Verify recipients and the exact file version through your chosen delivery workflow.