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How to Exclude a Case from eCase Reports

Sometimes there might be a need to exclude a case from reports run on eCase. Only users with the Exclude cases from Reports privilege on their user account will be able to do this (refer to the explanation of the privileges, how to add one or more users to a team and add an admin privilege to a person's user account sections).

To exclude a case from the eCase reports, follow the steps below.

1. Sign into eCase. Refer to the How to Sign into eCase section.
2. Find the case that needs to be excluded. Use the search functions, Search or Case Search, or select the Manage link if the case is in your Workbasket.
   
   NOTE The case can be open or closed and can be assigned to any team member.
3. In the Case Details screen, click on the Case Options link on the left menu under the Admin section.
4. In the Report Exclusion section, place a tick in the Exclude Reporting Option tick box.
   
   NOTE Only team members with the Exclude cases from Reports privilege on their user account will be able to see this link and the fact that the case is excluded from reports.
   TIP Use the Excluded From Reports search criteria on the Advanced Choose Fields tab to produce an excel spreadsheet of all of the cases that have been excluded from reports.