---
title: Generate a summary report
description: Create and save as many templates as needed by using the ServiceNow Document Templates application. Create a summary report by selecting a document template for the report. Export the case details, in a PDF format, for documenting and sharing purposes.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/define-summary.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Using Agent Workspace for HR Case Management, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Generate a summary report

Create and save as many templates as needed by using the ServiceNow Document Templates application. Create a summary report by selecting a document template for the report. Export the case details, in a PDF format, for documenting and sharing purposes.

## Before you begin

Role required: sn\_hr\_core.case\_writer

Confirm the installation of the following plugins:

-   Document Templates \[sn\_doc\]
-   Employee Relations \[com.sn\_hr\_employee\_relations\]

You must be assigned to the case.

## Procedure

1.  Navigate to **All** > **HR Case Management** > **Agent Workspace for Case Management**.

2.  Create an HR case within the Employee Relations COE by selecting the **Add** icon \(plus sign\).

    For detailed instructions, see [Create a case in Agent Workspace for HR Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/agent-workspace-for-hr-case-management/agent-ws-configurable-hr-create-case.md).

    An employee relations case is created.

3.  Select **Summary Report**.

    \[Omitted image "summary-report.png"\] Alt text: Summary Report button in HR case form for generating case detail reports

4.  In the Summary Report window, select a predefined document template format in which the case details are captured.

    For details on how to create and use document templates, see [Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/document-templates-overview.md).

5.  Select **Generate**.

    Summary report is generated with case details, including work notes, and added as an attachment to the case.