Case stats by custom category

This report shows the number of Cases matching selected Case statuses which were received in a date range. These numbers are aggregated by custom categories consisting of selected Case statuses.

Case Stats by Custom Category sample report

Fields

Case Stats by Custom Category parameters

Use the Start date and End date fields to show Cases with a received date between those dates.

There are five custom categories, each with two fields.

Only Category 1 is required to generate the report. The other category fields are optional.

Use the Category Name field to specify a name for the category. To set a category name:

  1. Deselect NULL for the category.

  2. Type a value into the Category Name field.

For each custom category, use the Category_n_ dropdown to select the Case statuses to include in the category.

Start Date

Defaults to the first day of the previous month.

End Date

Defaults to the last day of the previous month.

Category Name

Defaults to empty and returns the category number if a value is not provided.

Category

Defaults to empty.

Received

The Received section includes Cases with a received date between the Start Date and End Date. Expand this section to show the following details:

Received section of the Case Stats by Custom Category report

  1. Case number.

  2. Name of the Case.

  3. Case type.

  4. Received date.

  5. Case status.

  6. Date of the current Case status.

The Case Number, Case Name, Case Type Received Date, Status, and Status Date values show in the header of the Case Folder View.

Header section of the Case Folder View

Custom categories

Each Category section includes Cases with a current or previous Case status matching the Category field.

The label in the Category column matches the Category Name field. If no value is provided in the Category Name field, it shows the category number.

Custom category names highlighted on the Case Stats by Custom Category report

Each category row shows the number of Cases included as a percent of Cases received. This is calculated as the number of cases in the custom category divided by the number of received cases.

Percent of received section highlighted on the Case Stats by Custom Category report

Expand this section to show the following details:

Custom category section of the Case Stats by Custom Category report

  1. Case number.

  2. Name of the Case.

  3. Case type.

  4. Received date.

  5. Case status.

  6. Date of the current Case status.

The history of Case statuses is shown in the Case Status History section of the Summary tab in the Case Folder View.

Case folder view with Case Status History section visible in the Summary tab