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Reports and analysis

There are a number of techniques for reporting on and analysing your casework. You can run an audit of the activities for each case from within that case. The case dashboard gives a very useful quick overview of your current cases, with rows for each case type and columns that show current totals for each status. Clicking through any number (0 will not be linked) will take you a list of all the cases of that type in that status.

That's a good start and can provide a good overview for an administrator but there are a couple of ways that you can create more detailed and customised views of the data for case workers and administrators using CiviCRM's search features and CiviReport.

QA Audit / Redact

This report is run from the contact's case management screen. It provides details for the activities in the case. You can chose to report on all activities or to exclude those with 'Completed' status. If you select Redact (hide) Client and Service Provider Data then contact numbers rather than names will be include in the report as shown here.

image The onscreen report displays information for one activity at a time. Click on the description in the table on the left to display the information for that activity.

If you print the report it will include the Case Summary and the Case Roles as well as the Case Activities.

CiviCase Reports

There are four report templates specifically for cases as shown below:

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In addition as cases are made up of activities, the Activity report template is particularly useful for providing a dashlet for each user involved in casework so they can track all activities assigned to them. Given that these case activities will be displayed alongside other non-case based activities, you may want to implement a protocol for activity names which include some kind of case reference.

Printing Case Reports

To print a report that lists all case and case activity data:

  1. Navigate to the case from the Case Dashboard, the Find Cases search form, or the contact's Cases tab.
  2. Click Print Case Report in the Case Summary section.

Your installation may define additional reports for audit or quality assurance purposes. If so, you will see them listed in the "Run QA Audit/Redact" dropdown menu.

Searching based on cases

There is a Find Cases search which allows you to search on Case Type and Status as well as by client name or email. This is a useful quick search to identify a few cases that may need specific input if the case dashboard is quite large and cluttered in your instance.

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The Advanced search provides these options combined with all the other normal search criteria so you can find case types filtered by location or custom fields applied to the contact

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Also useful can be the Activity Search which is located under Search > Custom Searches > Activity Search. Unlike Advanced search, this is just based on activities and not contacts.

Print/merge document

A user can create a letter or document using case tokens on the case management screen, or on multiple cases through a Find Cases search. On the case management screen, beside "Print Report," there's an option to "Export Document" as a PDF, DOCx, ODT, or HTML page. Alternately, you can select multiple cases through a search and "Print/merge Document," which will create a document for each case, compiled in a single PDF.

When working with DOCx turn off spelling and grammar check for best results.

Further analysis

If the combination of Case Dashboard, CiviReport and the contact and activity searches aren't giving you want you want, consider commissioning a new report or custom search. Read the CiviReport section and the 'Search and actions' chapter for more information.