Caseload Report
Accessing the Caseload Report
The caseload report can be accessed by going to the Reports tab located on the main navigational menu, then clicking the Caseload sub tab
Report Features
This report can be used to view the following information about the caseload details noted on the enrollee profile:
- Enrollee name
- Entity
- Assigned user
- Phone Number
- Street Address
- City
- State
- Zip code
- Offenses
Filtering and Exporting the report
There is an export button located at the top of the report along with a search button that will allow you to filter and export by certain criteria. You can filter the report by the following:
- Enrollee name
- Entity
- Assigned user
- City
- State
- Zip code
A "Minimized Export Report" can be customized based on entity specifications to reduce the amount of data being exported. Columns can be included or excluded to meet specific needs. This is configured by Shadowtrack Technologies and requests can be made by sending a support ticket to support@shadowtrack.com.
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