Creating a case summary report

2020-06-03Last updated

To export an overview of case information and associated files, use the case summary report. This report is used to create a local copy as a digital record of the case details and the evidence files it includes. This report can also be useful for someone who does not have access to Clearance, or to keep a record of the contents before cases or files are deleted.

Before you begin

What you should know

  • The account information in the header of each report varies depending on your configuration and can include one or more of the following: the account logo, account name, address, or contact information.
  • Only users with at least View and Download permissions for the case can access the case summary report.
  • The Uploaded by column is only displayed in the case summary report when the Permission details check box is selected.


  1. From either the Search or Home page, open a case.
  2. Click More () and click Create report.
  3. In the Select a report dialog, click Case summary report.
  4. In the Create case summary report dialog, select the check boxes that you require from the following:
    The Case summary report creation section, showing elements that can be included in the report.
  5. Click Create to generate the report.
    The case summary report, showing organization information and case details.
    A copy of the case summary report PDF is stored in Clearance.
  6. Click Download.
    The Case summary report is saved as a PDF format file. For example, CaseSummary_Case1652.pdf
The case summary report in PDF format, showing with organization information and case details.

After you finish

Forward the Case summary report to any required recipients or store a copy for your records.