Save time and effort by using CROSStrax's one click investigation report templates

INVESTIGATION REPORT TEMPLATES

Report Entries

Report entries are the entries that will formulate the final report during an investigation. In CROSStrax, you have the ability to add as many report entry topics and report templates as you need to complete each report, letter, or form. This allows you to tailor each investigation the way you want and keep the quality and continuity of your final investigative product.

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Report Templates

CROSStrax offers the functionality to automatically generate reports, letters, and other forms with the click of a button. Report templates are produced by adding pre-defined variables into your document template. Once you’ve complete your assignment, the report feature will pull all of the case-related material into the final report. The report is generated using Microsoft Word.

“The report templates and generator in CROSStrax is amazing. I’ve set up all of my letters, reports, and memos. When I need them, they’re a click away. This is a time saver I wanted in investigation software.”
– Mark, Managing Partner

Professional, Concise, and Consistent

With the simple click of a mouse, CROSStrax gathers all the data, entered from various sources, and populates the pre-formatted investigation report, creating a professional, comprehensive report that makes you look like a rock star every time. Speaking of time, this alone will save you and your team hours of report preparation.

Error Free Reports

You’ll never have to worry about errors or typos in your investigation report because all the information is pulled from the fields in the case details page. So if the data in the case details page is correct, the investigation report is correct. And you can choose which fields to include when you set up investigation report templates, ensuring that the template you choose pulls the data that is relevant for the investigation type, the reader and the level of detail required.

Coined Phrases – Prewritten Content

To help make the most of your time and energy, we’ve rounded up some of our favorite scripts and templates for making writing sentences much easier and less time-consuming. Whether you’re adding report entries or dealing with day-to-day work communications, find your situation and tweak the template to your liking. Save hours of time by not having to repeat the same sentences over and over.

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CROSStrax is cloud-based case management and CRM software designed to streamline the process of managing an investigation as well as your clients who assign them. CROSStrax will assist your company in becoming more organized, efficient, and profitable with less effort.

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