Filter cases

Customize your Case Listing view through case filters.

Filter cases

On your Dashboard, select the Case Listing page.

Then select Filter cases.

Be sure you're on All cases when filtering! Otherwise, you'll only see results from the selected tab's information.

A box will appear where you can make your selections. Type in the search to find the filter you need. 

Filter by as many options as you'd like. You can also apply Includes/Doesn't include to your filter. 

For example, filter for At-Need cases that are Missing signing.

Apply multiple events to your filter in the Dates section. Choose an Event then choose the Time Period you would like to apply. Click here to see the full list of date ranges.

Once you have the Event and Time Period you would like, click + Add Date.  You can add as many events as you need.

Filter by Care Center information in the Care Center section.

Once you're finished making your selections, select Show in a New Tab. 

To rename and save the new tab, click Save to the right of the search bar.

A box will open to rename your new tab.  Enter the title you want for the tab, then click Save.

The title will now appear on the tab. You can continue to add additional tabs as needed.

If you'd like to delete a tab, select the X on the tab next to the title.

Need help? Email us at support@passare.com or call 1-800-692-5111.