Admin — Case Lookup Report

The Admin - Case Lookup report displays information about a specific case/survey.

From the Home page, go to the Administration browse → Admin - Case Lookup.

The following page opens:

To search for a survey, type one of the following:
- The Message/Survey ID number (found in the survey detail)
- The Case ID (found in the survey detail)
- The Recipient Phone Number (or Email Address)
Click Submit.

The Case Lookup results page opens.

After locating the survey you want to view, click See Detail. The survey detail page opens, and shows:

Case ID
Survey Details
Questions that were asked to the customer and the customer’s answers
An option to view the report in Microsoft Word

This report may also be accessed from the Supervisor Dashboard browse → Find CSR Report Card. If this survey contains a trigger and was worked through the trigger process, click See Trigger.