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Managing cases
Manage cases to record the details of an incident and link digital evidence in AXIS Case Insight.
Creating a case summary report
To export an overview of case information and associated files, use the case summary report. This report is used to create a local copy as a digital record of the case details and the evidence files it includes. This report can also be useful for someone who does not have access to AXIS Case Insight, or to keep a record of the contents before cases or files are deleted.

Introduction to AXIS Case Insight
Learn about the AXIS Case Insight collaborative investigation management system.
Getting started
Learn how to log on, log off, and change languages in AXIS Case Insight.
Release notes
Check out what's new in the latest release of AXIS Case Insight.
User interface tour
Get familiar with the user interface in AXIS Case Insight.
Account setup
Configure your settings in AXIS Case Insight.
Managing cases
Manage cases to record the details of an incident and link digital evidence in AXIS Case Insight.
- Creating cases
  To record the details of an incident and link digital evidence to the incident, you can create a case, and then share the case with other investigators within or outside your organization.
- Creating a file request
  To allow anyone to add files to an incident without viewing the case contents, you can create a public file request, and then share the file request with anyone in or outside your organization.
- Creating a case summary report
  To export an overview of case information and associated files, use the case summary report. This report is used to create a local copy as a digital record of the case details and the evidence files it includes. This report can also be useful for someone who does not have access to AXIS Case Insight, or to keep a record of the contents before cases or files are deleted.
- Creating an eDiscovery receipt
  To capture a digital proof of receipt for evidence being shared between Attorney and Defence offices, use the eDiscovery receipt. The eDiscovery receipt is sent to the recipient to obtain a dated acknowledgment and signature. The report is then kept as a digital record of evidence shared, how it was sent, and includes a list of the items shared.
- Example of a case
  After you have created your departments, you can create cases for all types of incidents. This example shows how department access policies are applied to a case concerning loss prevention.
- Assigning personnel to a case
  You can add one or more users to the Permissions section in the Case page to track who was involved in a case or incident.
- Sharing cases
  To let internal or external members of your organization view, modify, and manage cases, you can share cases with them and define their access rights on a case by case basis.
- Pinning cases to the homepage
  You can pin cases to the homepage in Axis Case Insight to quickly locate the ones you’re working on or that require review.
- Transferring cases
  You can transfer a case and its associated files to other organizations that have a AXIS Case Insight account. Transferring a case creates a replica of the data that is shared, so each organization can administer their own access rights, permissions, and retention schedules based on their requirements. The transfer and receipt of the case is logged in the audit trail to show how the information has been shared.
- Inviting guests to view cases
  To share a specific case with someone who does not have a AXIS Case Insight account, without allowing them to search or view other cases, you can invite this person as a guest.
- Copying cases
  If you do not want to include the original user permissions or files when sharing a case, you can copy the case and then add or remove permissions or files before sharing the modified case.
- Changing access policies for cases
  After a case has been created in the system, you can modify which users and groups have access to the case, and which permission levels they have.
- Searching for cases or files
  If you have many cases and files in the system, you can find a specific case or file from the Search page by using keyword searches, category, date and time filters, case status, case associations, device assignment filters, or by finding the case or file on a map.
- Previewing evidence in cases
  If you have many files in a case, you can quickly navigate and preview all of the files by using the Evidence preview window.
- Reopening cases
  If a case was closed in the system, but it must be re-activated to add more evidence or information, you can reopen the case.
- Protecting cases from deletion
  To keep cases longer than the specified retention policy, you can place an indefinite hold on a case by using the Protect from deletion option.
- Deleting cases
  To remove the details of an incident and any digital evidence that is linked to the incident, you can delete a case and its associated files.
- Restoring cases
  To restore the details of an incident and any digital evidence that is linked to the incident, you can restore a case and its associated files.
- Viewing the audit trail history of cases
  You can investigate the complete activity history of a case, such as who made changes and when, by viewing the audit trail of the case.
Managing devices
Add, remove, and configure devices in AXIS Case Insight.
Managing files
Create, share, and associate files in AXIS Case Insight.
Managing video editor content
Learn how to use the video editor.
Reviewing dashboards
Learn how use the dashboard in AXIS Case Insight.
Public upload requests
Invite anyone to add files to an incident without viewing the case contents in AXIS Case Insight.
Frequently asked questions
Learn about common issues in AXIS Case Insight.
Glossary

Creating a case summary report

2024-08-20

To export an overview of case information and associated files, use the case summary report. This report is used to create a local copy as a digital record of the case details and the evidence files it includes. This report can also be useful for someone who does not have access to AXIS Case Insight, or to keep a record of the contents before cases or files are deleted.

Before you begin

Configure your account info

What you should know

The account information in the header of each report varies depending on your configuration and can include one or more of the following: the account logo, account name, address, or contact information.
Only users with at least View and Download permissions for the case can access the case summary report.
The Uploaded by column is only displayed in the case summary report when the Permission details check box is selected.

Procedure

From either the Search or Home page, open a case.
Click More () and click Create report.
In the Select a report dialog, click Case summary report.
In the Create case summary report dialog, select the check boxes that you require from the following:
Click Create to generate the report.

A copy of the case summary report PDF is stored in AXIS Case Insight.
Click Download.
The Case summary report is saved as a PDF format file. For example, CaseSummary_Case1652.pdf

The case summary report in PDF format, showing with organization information and case details.

After you finish

Forward the Case summary report to any required recipients or store a copy for your records.