Using Built-In Templates and Choosing the Right Report

Built-in templates provide a starting point for common case reporting needs and are ready to use immediately.

Common built-in report choices

Case Summary: an overall case overview.
Investigation Activity Report: investigation work and activity context.
Client Status Report: a client-oriented progress report.
Subject Profile: information about the primary subject.
Evidence and File Index: a reference list of selected evidence files.

Choose for the audience

Review the template's description and variables before use. The title alone does not guarantee that every field is appropriate for a particular client or recipient. Check the generated content before delivery.

Customize a starting point

Use the original-template download action where available, edit the DOCX in Word, and upload the customized document with a distinct name. Test and activate the custom upload before using it.

Why a template may be missing

The case's type can restrict available templates. Custom templates must be active, and the generating user needs View Report Templates. Review those conditions before assuming the template has been deleted.