The Reports area allows Authorized Contacts to view and export case information. This is found under Cases > Reports.
The following reports are available:
- All Cases - All district cases, including Closed.
- All Idea Cases- All cases submitting enhancement requests.
- All Open Cases - All district cases that are currently Open.
- All Pending Cases - All cases waiting for a customer response including Pending Customer Input and Pending Customer Verification.
- All Closed Cases - All district cases that are currently Closed.
- All Open Issue Cases - All cases with a Status of Assigned to Development.
- All Closed Issue Cases - All cases with a Status of Available in Release.
- Open Cases I am a Notification Recipient - Open Cases with me as a Notification Recipient.
- All Cases I am a Notification Recipient - All Cases with me as a Notification Recipient.
- Open State Reporting - Regulated Changes - Based on regulated changes by a State Department. Available for State customers.
Report Layout
Click on a report's name to view it. All reports contain the same headers by default.
| Header | Description |
|---|---|
| Total Records | Displays the number of cases included in the report. |
| Case Number | Unique identifier assigned to the case. Click the case number to open the full case record. |
| Date/Time Opened | The date and time the case was originally submitted. |
| Case Date/Time Last Modified | The date and time the most recent update was made to the case. |
| Account Name | The district associated with the case. |
| Contact Name | The Authorized Contact associated with the case. |
| Status | Indicates the current stage of the case within its lifecycle. |
| Case Record Type | Classifies the type of request or issue. For example, Ask a Question or Application Issue. |
| Priority | Indicates the urgency of the case: Low, Medium, High, or Critical. Critical priority is reserved for service outages |
| Module | The specific Infinite Campus product area or functionality related to the case. |
| Case Owner | The Infinite Campus resource currently responsible for working the case. |
| Subject | A brief title or summary of the case. |
| Description | Details of the question, issue, or request submitted by the customer. |
| Resolution | The answer, solution, corrective action, or summary of work performed to address the case. |
Tip: Click either the Case Number or Subject to open and review the complete case history.
Example All Cases Report
Filters
Use filters to narrow report results based on specific criteria, such as case details or the date and time a case was opened. Some filters may be preconfigured and locked to ensure report consistency.
Tip: If you need more advanced filtering, sorting, or analysis, export the report and use Microsoft Excel.
Update Filters
- Click the Filters (funnel icon) button.
- Select the filter to adjust.
- Use the available dropdown menus to choose the desired criteria.
- Click Apply.
- Click the Filters button again to close the filters panel.
Exporting Reports
Reports can be exported in one of two formats depending on your reporting needs.
- Formatted Report - Exports the report as it appears in the Portal, including headers, groupings, and filter details. Exports in Excel Format .xlsx.
- Details Only - Exports only the detail rows. Use this to do further calculations or upload to another system. Exports in Excel Format .xlsx, or as Comma Delimited .csv.
Export a Report
- Click Export.
- Select either Formatted Report or Details Only.
- The selected option will be indicated by a green checkmark
- If Details Only is selected, choose the desired file format (.xlsx or .csv) from the dropdown menu.
- Click Export to generate and download the file.
Tip: Use Details Only when you need to create pivot tables, perform calculations, apply advanced Excel filters, or combine report data with information from other sources.
