CROSStrax offers the ability to automatically produce reports, letters, and other standard forms through the use of "Document Templates" called Reports. makes generating reports the easiest part of the investigation. Reports contain a template, usually the businesses letterhead, along with an outline of what variable will go into a report. The variables will be various stationary facts of an assignment along with the Report Entry variables.


Create a New Report Template

To create a new Report, click the Settings tab, then Case Management, and then Report. You will be taken to the Report Template page. Once there, click on Add Report Template in the upper right corner of the page.


You will now have the opportunity to create a new report template by adding the following:

  • Label (required field) - The name used to identify this report.
  • Content (required field) - This is where you will prepare how your reports will look using the report variables coupled with any common text, such as disclaimers, opening paragraphs, etc.


  • Header /Footer Template - Here you will add a template in a Word (.docx) file format. The document should have a header and footer to your liking for the first page. Then enter down to the second page and add how you would like the other pages to look using the header and footer. Page 2 is where you will start your page numbering.
  • Case Type - Now all you need to do is tell the system which Case Types it should be available for.  To do this, click in the Case Type box and select the Case Types you want this particular report to be available for.


Once you've added the new Report Template, click Submit.


Clone an Existing Report Template

To clone an existing Report, click the Settings tab, then Case Management, and then Report. You will be taken to the Report Template page. Once there, click on Copy Template Icon (see below) in the row of the template you would like to clone.



You will now have the opportunity to edit the existing report template by editing the following:

  • Label (required field) - The name you will use to identify this report. You must change the name to something different than the report you are cloning.
  • Content (required field) - This is where you will edit how your report will look using the report variables coupled with any common text, such as disclaimers, opening paragraphs, etc.
  • Header /Footer Template - Here you keep or change the template in a Word (.docx) file format.
  • Case Type - Now all you need to do is tell the system which Case Types it should be available for.  To do this, click in the Case Type box and select the Case Types you want this particular report to be available for.


Once you've added the new Report Template, click Submit.


Creating a report template is as simple as uploading the header and footer document and inputting pre-defined variables into the Content section of the report template.  To access a list of available variables, navigate to the top of the Content area and then click Variables.  When you select the Variable it will populate that variable in the body of the Contents area where the cursor sits.

Now that the Report Template has been uploaded to the system, you can generate a new document from inside a case (of the appropriate case type).


Sample Reports

To help you get started, download the sample .docx Word document template below.  



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