Powerview Case Note History Report

Powerview Case Note History Report


Report Fields and Filters

Please find below a table outlining the fields and filters available for the new Powerview Case Note History Report.

Report Name

New Reporting Fields

New Reporting Filters

Case Note History Report


  1. Client Full Name
  2. Case Note Subject
  3. Service Contract Reference No.
  4. Support Coordinator New!
  5. Service Provider New!
  6. Management Style New!
  7. Date Created
  8. Created By
  9. Delivered Date
  10. Contact Type
  11. Hours
  12. KM's
  13. Case Note Status
  14. Service Region
  15. Unit Rate
  16. Delivery Amount

  1. Client Full Name
  2. Client Status New!
  3. Case Note (keyword search) New!
  4. Delivery Status New!
  5. Service Contract Status New!
  6. Support Coordinator New!
  7. Assigned To New!
  8. Service Contract Reference No.
  9. Created Date (incl Date Range)
  10. Delivered Date (incl Date Range)


Return to the Powerview User Guide

    • Related Articles

    • Powerview User Guide

      Powerview Overview What is Powerview? Powerview is Careview’s Business Intelligence (BI) Reporting system. Powerview is offered as a reporting and data visualisation tool integrated with Careview’s CRM. The standard reports that have been developed ...
    • Case Note History Console

      The Case Note History Console gives you the ability to view all Case Notes created for a specific Support Coordination Client Profile. This includes Case Notes raised on both Active and Inactive Service Contracts for a selected date range. Use the ...
    • Powerview Task Report

      Report Fields and Filters Please find below a table outlining the fields and filters available for the new Powerview Task Report. Report Name New Reporting Fields New Reporting Filters Task Report Client Full Name Task Task Category Priority New! ...
    • Create a Case Note Report

      Use the following steps to create a case note report for a specific Client. 1.      Click Support Coordination from the Careview menu, then select Clients 2.      The Client list displays. Select the client profile you are wanting to generate the ...
    • Create a CoS Case Note Report - All Clients

      Use the following steps to Create a CoS Case Note Report for all Clients. 1.      Click on Clients under the CRM Main Menu. 2.     The Client List screen displays. Click on the Reports button, and choose CoS Case Note Report from the Menu. 3.     The ...