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Exporting Teams

Learn how to export teams in Behavioral Case Manager.

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User Permissions:

User will need Manage Cases permissions to complete the following steps.  

Click here for more information on how to manage a user’s permissions.

 
  1. Log into Case Manager.
  2. Select the Admin tab and select the Metrics node. 
  3. Scroll to Reports section.
  4. Click the Report Type dropdown and select Export Teams.
  5.  Click Export.
    1. Teams report will be downloaded as a .xlsx file. 
      1. Team Data includes Team Name(s), Team Members(s), Role(s), and Cases Created. 

 

 

 

 

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