TracCloud Report: Activity Report Listing

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Activity Report Listing

This report provides details on Case Management activity reports, grouped by case category and type by default. Additional fields such as persons involved, witnesses, parties notified, etc can be added as needed.



  • Time Frame
The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.


  • Group by
Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.


  • Apply Date Range to
Choose what your selected date range is in reference to. Defaults to any matching date range.


  • Category, Case Type,, Status, Activity Type, Status, Created by, and Caseworker
Filter by any of these case fields as needed.


  • Additional fields to show
This can be used to add additional data fields to the report results. For example, you could use this to add a student's email address in a visit report.


  • Output format
Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.


  • Deliver to
Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them ([email protected];[email protected]).

HTML


CSV

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