I am very new to Civicrm, and have gotten a lot figured out and some fixes applied on my own.
I am trying to figure out the report features... and maybe very basic - but.
I am looking to create a report from CIVICASE that lists all the notes for a Case. If there is a tutorial i am very happy to explore that as well, just at a loss for where to look.
Ok I had some time to read more of the forums - and the numerous posts on reporting with Civicase and Civicrm - and i looked at your responses below, but they did not help with my question (made a little more sense, but didn't get what i was looking for)
So I am going to clarify what i am looking for:
- I need to print an individual report for a Single Case.
- I need to be able to format the Header of the Report to include: Name of Client, Address, Phone Case Manager, (any other assigned roles to that case)
- The report information would be a list of dates (for the NOTES activity) Date Person who wrote Note and the "details" of that note. All sorted by Date.
I have looked at Views - but i found that even more confusing. Any direction would be great.