Overview
You can view the case load report for each member in your firm directly in ZenCase from the Reports page. This report will show all of the member's cases where the member was assigned to the case over the last 12 months.
How To View Case Load Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Case Load.
On the Case Load report page, you will see the last 12 months case assignment for all the firm members.
You can filter by:
Member
Member Type
As Of date - View report at the given date
Include Inactive Members: Yes or No.
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.