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Clearwell - Scheduled Reports

Created: 24 Apr 2014 • Updated: 21 Nov 2014 | 2 comments
James Wright HRO's picture
7 Agree
0 Disagree
+7 7 Votes
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Status: On Roadmap
There is currently no option to allow our customer-base to run a scheduled report on All Cases. They can run a manual report in All Cases.  To add on - there also doesn't exist a centralized Reports tab within Clearwell.  A central report screen allow the customer to manually run and/or schedule at their choosing would be a huge value-add to our product.
Adding on the functionality to schedule any and all report/exports within the Clearwell UI - particularly All Cases > XLS/CSV to be scheduled.

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Houshang's picture

Would it be helpful if this report was sent through email?

What about a customizable dashboard that updated when you logged in. Could this be an alternative?

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James Wright HRO's picture

Thanks for the reply!  Yes, I believe both these options would be a great addition.   I'd like to wrap in Ali Gokay, our eDiscovery Technical Director at Symantec for his feedback. 

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