Recommended Casework Reports - FS Guide

• Open Casework - This report allows you to specify a date range and will identify, for the dates specified, how many cases were open at the start of the date range, how many were started within the date range, how many were completed, a breakdown of various statuses, and how many remain open at the end date specified. 

  • This report does not require you to do anything specific to work, but note that all of the numbers on this report are clickable and will bring up a page showing the identified cases.

• Casework Aging - This report gives a breakdown of the age of open cases and can be organized by staffer, agency, county, or casework tag.

  • This report is most effective when staff properly assign agencies to cases and effectively use casework tags to identify case topics.

• Casework Money Saved - This report shows a breakdown of the money saved for constituents across cases for a particular agency during a set period.

  • Staff need to save a dollar amount within the case on the overview tab for that amount to appear in the report.