You are here: CASE MANAGER > Case History > Export Case History

Export Case History

A paralegal wants to generate a report of the cases he has created on his account.

The paralegal can export a report of all his cases from the Case History page.

To export Case History, the paralegal follows the steps below:

  1. Click the Case History button on the CASE MANAGER Start Page.

    2. The paralegal clicks the Case History button.

    The Case History page appears.

  2. Click the Export Case History button on the Case History page.

    3. The paralegal clicks the Export Case History button.

    The Export Case History dialog appears.

  3. Enter the information for the export.

    4. The paralegal enters the following information:

    • Output File Name - The name of the export file
    • Select Export Option - The type of report the export will generate -- options include:
      • Case Summary
      • Case Detail
  4. Click the Export button.

    5. The paralegal clicks the Export button.

    The Case History report is generated.