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:
- Go to the Cases section.
- Use the Filter options if needed to narrow down your case list.
- Click the Download button in the top-right corner.
- Choose the format you prefer (Excel or CSV).
- The file will download to your computer.
2. Export a single case
To export the details of one specific case:
- Open the case.
- In the top-right corner of the case detail view, click the Download icon.
- Select either Excel or CSV format.
- The file will download to your computer and it will contain only the data from this one case.
Tip: You can also download the individual case in pdf format. Just click on the print icon and select save as pdf.