How administrators can use PSA 360 reports

Overview

Recommended monthly and quarterly review cadence.

This guide walks through the recommended workflow inside the Reports area of PSA 360.

Key points

• Recommended monthly and quarterly review cadence.
• Lives in the Reports area of PSA 360.
• Every action is logged to the case timeline and audit log.

What to do next

Open the Reports page from the left navigation to see this in context, or use the related articles below to dive deeper.