Generating a report for a case in CROSStrax allows you to compile all investigative details, updates, attachments, and observations into a professional document that can be shared internally or sent directly to a client. Case reports are customizable, ensuring that only relevant information is included while maintaining your organization’s formatting and branding standards.
The following steps outline how to generate a report for an individual case within your CROSStrax account.
Step-by-Step Instructions
Log in to your CROSStrax account.
Use your authorized credentials to access the CROSStrax dashboard.
Navigate to the case.
From the main navigation bar, select Cases then go to Search.
Click on the Case Number or Case Title to open the case file.
Access the Report tab.
Once inside the case, locate and click on the Reports tab or Generate Report button.
This will open the report generation screen, where you can select what information to include.
Select the report type or template.
Choose from the available templates that either CROSStrax has provided or you as the user has created.
Once you have chosen your report the system will then start placing your information into the template and download it into a Word document onto your computer.
