Reporting built from the same record teams use every day.

CasePilot reporting is not a separate spreadsheet exercise. The system produces exports from operational data already captured in intake, first contact, service documentation, and closure.

1. Teams complete referral and service records in workflow.

2. Required fields and structured reasons are validated at capture time.

3. Reporting views assemble timelines, outreach attempts, and disposition context.

4. Authorized users generate CSV and PDF outputs from the same views.

5. Outputs reconcile to source records with full audit traceability.

6. Teams review exceptions and missing data before final delivery.

7. Referrers and courts receive evidence packages aligned to their permitted scope.

Review reporting outputs with your own scenario.