Case Notes Report

The Case Notes Report provides a summary of the client details and a chronological listing of their Sessions and Case Notes.

The Report can be run from the Shortcut menu if you are in the client’s case, or from the Reports page with the Case ID.


Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2.  Select Case Management from your Top Menu

Step 3. Find the required case

Step 4.  Select the case

Case Management – Case Notes shortcut appears in the Shortcuts menu

Case Notes Report Shortcut

Step 5. Click on the shortcut

Once the report has completed processing, click the ‘Click Here to Download’  link

Download Report

The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.

Case Notes Report

Client information is displayed, followed by notes for all recorded case sessions.

Further Information

For more information on Reporting refer to the following articles:

Updated on March 18, 2020

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