How do I link a case to a report?
Link reports to existing cases.
Where to find it:
Go to Report → Customer/Case section
What to do:
👉 Click “Search existing cases”
👉 Find the relevant case using name or ID
👉 Select the case to link it to the report
💡 Tip: Linking a case auto-fills data and reduces errors
Common questions:
- how to link case
- attach case to report
- connect case to report
- add case to report
- link customer case
Keywords:
link case, attach case, connect case, case linking
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