Incident Manager Dashboard and Report Trend

How do I navigate the Case Manager Dashboard?

The dashboard displays all reports. (depending on your access level)

Case Manager Dashboard

You can choose a date range to view reports or filter on Incident type, Reporter country or Business Unit.

Case Manager Dashboard Filter
Case Manager Dashboard Filter

On the right corner above the 'The summary of Investigation funnel', you will see SEE REPORT TREND and ADD NEW CASE button.

SEE REPORT TREND will show you data analytics using graphs for the reported cases by Cases reported by channel, Cases reported and closed over in the selected period of time, Cases reported by country, Cases reported by incident type, Average days to close a case by month and Average days to close a case by incident type based on the date range you selected on the filter.

Case Manager Dashboard See Report Trend button
Case Manager Report trend page
Cases reported by country graph
Cases reported by incident type graph
Average days to close a case by month graph
Average days to close a case by incident type graph

If you want to add a new case in Case Manager, click ADD NEW CASE button and it will bring you to the Add a new case page. Input required fields (*) then click SAVE.

Case Manager Dashboard Add new case button
Case Manager Add a new case page

By default the dashboard will display Case ID, Status, Incident type, Reporter location, Submitted date, Origin language and Case title.  You may change this display by clicking on the settings wheel and choosing other columns.  You may only select 7 columns at a time.  *This is not a limitation, this is to prevent inaccurate display on most laptop screens.

Case Manager Dashboard Settings
Case Manager Dashboard Choose columns to display window

You may export your reports to Excel by choosing Extract All. This does not export report details.

*This is not a limitation, it is for security purposes for sensitive information.

Case Manager Dashboard Export to excel