Reports

Start with the exact message shown by CaseWyze and the template's current lifecycle status. Template will not upload Confirm it is a genuine .docx...

Report access depends on role permissions, case scope, assignments, access groups, and case status. Report permissions View Reports: access the...

Summary PDF is a separate case action for a configurable case summary. It does not use the DOCX template workflow. Create the summary Open the case...

Template management and generated-report management affect different records. Confirm which item you intend to change. Revise a template Download the...

The case's Reports tab lists saved generated reports, with their title, generation date, generating user, and available actions. Download a saved...

Use Evidence Attachments to control which accessible case files are referenced by supported file variables. Review selected evidence Open the case's...

Templates can include case updates and, when requested, the chronological activity logs recorded inside those updates. Add update content to a...

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

Case-type restrictions help users select reports appropriate for the kind of work being performed. Configure allowed templates Open Settings > Case...

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

New custom templates must be tested before activation. Built-in templates are ready immediately. Run a test Open Settings > Templates. Find the...

CaseWyze supports dedicated image placeholders for embedding a company logo and primary-subject photo in Word reports. Add the image section Confirm...

Use structured collections when a report needs one row for each subject, investigator, activity, update, selected file, or service. Start with a...

Word Sections helps you build templates without manually arranging every supported table or section. Add a ready-made section Open Settings >...

A template variable is a supported placeholder, such as {{Case.case_number}}, that resolves to case data during generation. Use the variable reference...

Upload custom report templates from Settings > Templates, on the Document Templates page. Upload the file Select Upload Template. In New Document...

Create a reusable report layout in Word, then let CaseWyze populate its supported placeholders from each case. Plan the report Decide who will read it...

CaseWyze generates case reports from Word .docx templates. A template defines the layout and contains placeholders that CaseWyze replaces with...