Create a user report from the Send Survey Checkbox

The Send Survey checkbox on the Case Sidebar can populate a User Report column.

To update the send survey settings, first go to Admin > Organization > Other Options.

There are 2 options. You can:

• Have the boxes automatically checked for every case. In that case, make sure Send Survey on Case Information Sidebar on All Cases Upon Case Creation is checked.
• Manually check for any case you'd want to appear in the report. 

• To check the box for Send Survey on Case Information Sidebar on All Cases Upon Case Creation, so the box will be checked for every case.
• OR, leave it unchecked. If you leave it unchecked you'll still be able to manually check the box for the cases you want to appear on the User Report to send the survey for.

You can find the Send Survey Checkbox on the Case Information sidebar on every page within the case.

Build Your User Report:

When you build your User Report you'll want to add the Case Basic- Send Survey column. 

The Send Survey column will either have a Yes or No, indicating whether or not to send a survey for that case.

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