The Case Report tab provides designated team members with the ability to dynamically select data from each case tab to be included on a report that can be used for creating a paper copy of the case record, case review meetings, court preparation, and many other tasks associated with the case investigation and services.
Figure 1. Case Report Tab
NOTE: Your access to data in NCAtrak is determined by the privileges granted to you by your CAC’s NCAtrak Security Officer. If you are not allowed to see the data in a case record, you will not be able to see it in the reports on the Case Report Tab.
Create a Report
You can create a new report format on the Case Report Tab by selecting from groups of pre-selected data fields from each of the tabs in a case file.
STEP 1: Name the New Report
Scroll down to the name field and enter a name for your report.
Figure 2. Name a New Report
STEP 2: Select the Data for the Report
Options for selecting data from the case tabs include:
• To select all the data, click “Select All” at the top of the tab.
• To select all the data in a specific section of the case, click the “Select All” command under the section title.
• To select only some of the data in a section tick on the check box(es) for each data group to be included in the report.
Figure 3. Selecting Data from Case Tab Data Fields
STEP 3: Run Report
Click on the “Run Report” button.
View the report.
Make any changes to data selections, if necessary and rerun the report.
Figure 4. Run Report Button
STEP 4: Save Report as a New Report Format
If you want to save the report format for future use, first decide if you want others to be able to use this format. If yes, check the “Share” checkbox.
Then, decide which format to use and select the corresponding radio button.
Click on the “Save as New Report Format” button.
Figure 5. Save Report as a New Report Format
Run a Saved Report
Select a report from the table of saved reports at the top of the screen and click on it.
Click the “Run Report” button.
Figure 6. Run a Saved Report
Modify a Saved Report
Select a report from the table of saved reports at the top of the screen and click on it.
Make changes and click on the “Save Report Format” button.
Figure 7. Modify a Saved Report
Create a New Report from a Saved Report Format
Select a report from the table of saved reports at the top of the screen and click on it.
Modify the name of the report for your new report format.
Make other changes as needed and click on the “Save as New Report Format” button.
Figure 8. Create a New Report from a Saved Report
Custom Reports – Access Customized Case Reports Created in Custom Reports
STEP 1: Access Custom Reports
Click on the “Show Custom Tab Case Reports” link at the top right section of the case report tab to view Custom Tab Case Reports available to you.
Figure 9. Accessing Custom Reports
STEP 2: Run Custom Report
Click on the report name to select a report to run. The case number filter will default to the case record you are in.
If additional dates or other filter selections are required, they will display for your selection.
Click “Run” and the report will display. Click on “Show all other case reports” to return to the other case report list.
Figure 10. Run Custom Report
Custom Reports – Set Up a Custom Report to Display on the Case Report Tab
STEP 1: Access the Custom Reports Tab
Select “Custom” from the Reports menu on the left side of the screen.
Figure 11. Select “Custom” Reports
STEP 2: Select Custom Report
Scroll through the custom report list at the top of the page. Once the report is located, click “Edit” in the row next to its name.
Figure 12. Edit a Custom Report
STEP 3: Make Custom Report Viewable from Case Report Tab
Custom Tab Reports have two options in the report details that must be set so reports will display on the Case Report tab.
• Case Report checkbox – this box must be checked for report to display on this tab.
• Shared – this checkbox must be checked if you want the report to be available to anyone other than the owner of the report. Even when shared, a person running a Custom Tab Case Report from the Case Reports Tab will only have access to data as defined by their user role and privileges.
NOTE: It is a good practice to check the settings and view the reports from a user with limited access (not a security officer) to be sure you understand how the reports will work on the Case Report tab.