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How to export cases

You can easily export cases from the system in just a few clicks - whether you want to export a single case, selected cases, or all cases.

1. Export all or filtered cases

To export all cases or just a filtered selection:

  1. Go to the Cases section.
  2. Use the Filter options if needed to narrow down your case list.
  3. Click the Download button in the top-right corner.
  4. Choose the format you prefer (Excel or CSV).
  5. The file will download to your computer.

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2. Export a single case

To export the details of one specific case:

  1. Open the case.
  2. In the top-right corner of the case detail view, click the Download icon.
  3. Select either Excel or CSV format.
  4. The file will download to your computer and it will contain only the data from this one case.

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Tip: You can also download the individual case in pdf format. Just click on the print icon and select save as pdf.

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