Practical use of Case Summary Table report

Out of the box, Dynamics CRM provides us set of reports. This article will talk about Case Summary Table reports which is significantly important for case management scenarios. In fact it is capable of highlighting the trends and patterns of cases that you are receiving for your products and services.

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For instance, assume that your company is selling a tabs. And you tend to get majority of support calls related to chargers. You can easily identify the trend using the filters given and fix the issue and improve your product.crm102

Within the report there are several filters that can be used to fix identify the trends. Some of the filters includes:

  1. First Horizontal Group

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2. First Vertical Group

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3. Second Horizontal Group

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4. Second Vertical Group

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Using the above filters you can easily identify the trends. As you can see below, you can use the above filters in a combination.

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