Filter cases

On your Dashboard, select the Case Listing page.

Then select Filter cases.

Always filter from your All cases tab to get the most accurate results!

A modal will appear where you can select your filters.

You can also search to find the filter you need.

Apply as many filters as you'd like.

You can also apply Includes/Doesn't include to your filter.

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

Or, you can 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.

You can also filter by Care Center details from 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.

Enter the name you want for the tab, then click Save.

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

To delete a tab, click the x next to the tab's name.

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

Customize your Case Listing with filtered tabs.