04 Feb 2014

Manage Critical Case Deadlines with Filtered Timeline Reports in CaseLink Office

0 Comment

Product Tip:

Manage Critical Case Deadlines with Filtered Timeline Reports in CaseLink Office

save-time267Managing dates in a case is key when it comes to not missing critical deadlines. CaseLink Office features a report, flexible enough to show you the progression of due dates for any number of cases. The Filtered Timeline Report can be customized to show you a timeline of essential case due dates. This easy-to-read report will not only provide you with an overview of due dates but will also show you the dates that are currently missing from your cases. By picking and choosing which milestone dates you want to see, this report can be customized to suit an abundance of trustee needs – keeping you on track with all case-related deadlines.

Locate the Filtered Timeline Report

The Filtered Timeline Reports may be accessed from the Home Page by going to: Reports Case Filtered Timeline.


Set up your Timeline Report – Choose Cases, Criteria and Dates

This is the Filtered Timeline Report’s most most flexible feature. Here, you have the ability to choose which cases and fields to populate in the report.

Step 1: Once you have access to the Parameters for Filtered Timeline Report, click on Select Cases.


Step 2: Next, from the Case Selection box click on the Dates tab. This is the most useful section for choosing the criteria used in the report. Go through the list, choosing only the fields you want to see and only the date ranges you want to see them for. These fields will be used in the timeline overview.

Step 3: If you would like to use your Custom Dates, they will be located in the 3 dropdown boxes at the very bottom (highlighted in the red box below). You can choose up to 3 custom dates to add to the report.

Step 4: Once you have decided which fields to choose, fill in a date range for each or check the Empty/Not Empty boxes.


Step 5: Go back to the Main Data tab. On this tab you will choose the general case information for the report to filter. You will select criteria such as Asset, Non-Asset, Active, Inactive, Case Number or Case Name. Once selected click OK .


Step 6: On the Parameters for Filtered Timeline Report screen, you will now choose which fields to use on your report. On the left side of the box, under System/Custom Dates, locate and move the fields with the single arrow to the list on the right. These Selected Dates will now be the chosen fields displayed on the Filtered Timeline Report.

Step 7: In the Report Title field you have the ability to name and save each created report so that you do not have to re-create it each time you want to run it.

Step 8: Choose to Print the report or Print to PDF.


View the Report

The Filtered Timeline Report will have now have a list of the cases selected and a timeline of the dates chosen. In this example, the Case Number, Case Name, 707(b), 110 Violation and Criminal Referral are listed. As you will notice, the case in red is missing the data for the 707(b) and criminal referral date.


You have now generated an easy-to-read report that shows you a progressive timeline of due dates and missing report dates. Having a foundation of good dates entered in CaseLink Office for each case will help in utilizing the usefulness and flexibility of the Filtered Timeline Report. If you have any questions about the Filtered Timeline process, please contact you Account Manager or the BMS Support Center via email or call 800-634-7734 ext. 6.