--- title: Case Tracking Portal description: The Case Tracking Portal makes it easy for you to monitor and manage cases, track incidents, and review case reports efficiently in one platform. --- [Skip to content](https://help.panoptyc.com/case-tracking-portal-customer-guide#main-content) English Show submenu for translations [![Panoptyc Logo](https://help.panoptyc.com/hs-fs/hubfs/panolog1.png?width=365&height=86&name=panolog1.png)](https://help.panoptyc.com/?hsLang=en) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - Submit A Request Submit A Request Search the Knowledge Base - There are no suggestions because the search field is empty. 1. [Panoptyc Support](https://help.panoptyc.com/?hsLang=en) 2. [Panoptyc Portal](https://help.panoptyc.com/panoptyc-portal?hsLang=en) # Case Tracking Portal ## The Case Tracking Portal makes it easy for you to monitor and manage cases, track incidents, and review case reports efficiently in one platform. [Click here to watch a step-by-step video guide on what the Case Tracking Portal is and how to use it.](https://drive.google.com/file/d/1Hxjt-mwVqaGoLMU3FN0_tFDDNE-912Ss/view?usp=sharing) **Accessing the Case Tracking Portal** 1. Log in to the Panoptyc Portal (app.panoptyc.com) - - Use your credentials to access your dashboard. 1. - Navigate to the Case Tracking section. 2. Selecting a Branch and Location - - From the toolbar, choose the branch you want to review. - Select the location or multiple locations you wish to view. **Understanding Cases** Once you navigate to the Case Tracking Portal, you will see a list of **Cases**, which are consolidated records of repeat offenders. Each case contains multiple incidents associated with the same offender. Clicking on a case will reveal all relevant incidents, allowing you to track patterns and make informed decisions. **Viewing Cases** After selecting your location(s), a list of cases will appear. Click on a case to see more details, including: - **Incident Date:** The date the incident occurred (for repeat offenders, the most recent incident will also be displayed). - **Date Shared:** The date the case was shared. - **Details:** Additional notes and information about the case. **Each case will have a status indicator:** - **New Case (Blue Box)** – A newly reported case. - **Viewed by Your Team (Light Blue Box)** – A case reviewed by your internal team. - **Viewed by Your Client (Yellow Box)** – A case that has been accessed by your client. - **Resolved (Optional)** – A case that has been closed or marked as resolved. ![](https://help.panoptyc.com/hs-fs/hubfs/image-png-May-11-2026-06-19-22-9731-PM.png?width=670&height=407&name=image-png-May-11-2026-06-19-22-9731-PM.png) **Location Groups in Case Tracking Portal** We’ve added a new **“Location Group”** dropdown filter in the **Case Tracking Portal** to make it easier for users to view and manage cases across multiple locations. - You can now filter cases by **Location Groups**, rather than selecting branches individually. - Each group represents a set of related locations, including **National** and **Non-National** accounts. - This update helps **streamline workflows** and ensures more consistent access across enterprise accounts. ### **Key Benefits** - Quickly view cases for all locations within a group. - Save time by avoiding manual branch selection. - Improve efficiency and visibility when reviewing enterprise-level data. ### **How It Works** 1. Go to the **Case Tracking Portal**. 2. Use the **Location Group** dropdown filter at the top of the page. 3. Select your desired group to view all cases under that group. ![](https://help.panoptyc.com/hs-fs/hubfs/image-png-May-11-2026-06-21-25-7737-PM.png?width=670&height=408&name=image-png-May-11-2026-06-21-25-7737-PM.png) **Accessing the Case Report** - Click the **View Case Report** button to open the case report screen. **![](https://help.panoptyc.com/hs-fs/hubfs/image-png-May-11-2026-06-25-11-3993-PM.png?width=670&height=408&name=image-png-May-11-2026-06-25-11-3993-PM.png)** **Sharing a Case Report** - Select which incident(s) you want to share with your clients or team. - Click the **Share** button and enter the recipient’s email address. - Once shared, the added email address will be whitelisted, and the recipient will receive a notification via email. **![](https://help.panoptyc.com/hs-fs/hubfs/image-png-May-11-2026-06-32-56-5991-PM.png?width=670&height=222&name=image-png-May-11-2026-06-32-56-5991-PM.png)** **Note:** The **Share** button is intended for sharing with one user/email address at a time. Reports cannot be shared with multiple recipients simultaneously. If you need to share the report with additional people, please add their email address one at a time. From the case details page, you can choose to view the Case Report, which opens a detailed report screen similar to the All Incident Reports page. - The report will only include clips that you have chosen to share with your clients rather than all available footage in the dashboard To review a case effectively, ensure that all relevant details are verified before sharing with your clients. When customers share **Case Reports** through the Case Tracking Portal, they can now: - Include a custom message to their clients within the shared email - Include themselves as a recipient of the email If the sharer chooses to include themselves, they will be **CC’d on the email thread** for reference and tracking purposes. ![](https://help.panoptyc.com/hs-fs/hubfs/image-png-May-27-2026-01-10-06-6771-PM.png?width=2740&height=1532&name=image-png-May-27-2026-01-10-06-6771-PM.png) **Removing a Case/Instance from the Report** - Click **Select**, then choose which case/instance you want to remove. - Possible reasons for removal: - Invalid theft - Footage cut too short - Inconclusive footage - Click **Not a Theft** - **Feature Limitation:** Once a case/instance is removed, it cannot be unarchived. If you need help verifying the case/instance, please contact our support team. **![](https://help.panoptyc.com/hs-fs/hubfs/image-png-May-11-2026-06-34-10-1760-PM.png?width=670&height=223&name=image-png-May-11-2026-06-34-10-1760-PM.png)** **Merging Cases** - Click **Select** to merge cases, then choose the cases you want to consolidate. - The selected cases will be merged under the first/earliest case number. **Building a Case Report** - Select a case and click the **Share** button. - Recipients will receive an email notification once the case report is shared. **Email Preview:**  ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXckf06k5g4YQxtGcAXdfu5i1Ti37qvno3dmG2gZq-dJ15eEYlNqlSHmg_vYZW63l2TWZQ3k3dgOC4HnaGyrmIPqX8CPSHxgRY-hd79DsNi7kRSwIsTwLKDNPySZknTr7A5QrHdjgQ?key=s5oRWKA0T_37V58RiuPwpuoF) --- - [Account & Setup](https://help.panoptyc.com/account-setup?hsLang=en#main-content) - [FAQ](https://help.panoptyc.com/account-setup?hsLang=en#faq) - [Giving Panoptyc access to your market reports](https://help.panoptyc.com/account-setup?hsLang=en#giving-panoptyc-access-to-your-market-reports) - [Grocery](https://help.panoptyc.com/account-setup?hsLang=en#grocery) - [Panoptyc Portal](https://help.panoptyc.com/panoptyc-portal?hsLang=en#main-content) - [Commonly Asked Questions](https://help.panoptyc.com/panoptyc-portal?hsLang=en#commonly-asked-questions) - [Welcome to Panoptyc!](https://help.panoptyc.com/panoptyc-portal?hsLang=en#welcome-to-panoptyc) - [Report Portal](https://help.panoptyc.com/panoptyc-portal?hsLang=en#report-portal) - [Access Management](https://help.panoptyc.com/panoptyc-portal?hsLang=en#access-management) - [Case Tracking](https://help.panoptyc.com/panoptyc-portal?hsLang=en#case-tracking) - [Troubleshooting](https://help.panoptyc.com/troubleshooting?hsLang=en) - [Self-Service Help](https://help.panoptyc.com/self-service-help?hsLang=en) - [General](https://help.panoptyc.com/general?hsLang=en#main-content) - [FAQs](https://help.panoptyc.com/general?hsLang=en#faqs) - [Troubleshooting](https://help.panoptyc.com/general?hsLang=en#troubleshooting) - [Suspicious Incident Reports](https://help.panoptyc.com/general?hsLang=en#suspicious-incident-reports) - [Announcements](https://help.panoptyc.com/general?hsLang=en#announcements) - [FAQs](https://help.panoptyc.com/faqs?hsLang=en) - Home - Products - Pricing - Blog - Company # Panoptyc panoptyc.com Help Center Copyright © 2026, Panoptyc