I have 15 Lifestyle Change categories. How do I generate a report that shows each category and the cases that are under each category? I want to be able to scroll and see all of my cases and see the status of each.
Hi @Smiley_Nelson,
There is a default report under Menu > Reports > Reports > Create report. Use the search bar in the top left corner to search for “Contact totals by lifecycle stage”, click on it and adjust the date range to your liking.
You can then save the report to a dashboard. By clicking on any of the vertical bars, you’ll the contacts behind that lifecycle stage.
Best regards!
@karstenkoehler Yes, it works fine and I have all my cases available in one place. Many thanks for kindness, Karsten!
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