Overview
Reports in Docketwise allow you to gain insights into your firm and analyze and uncover important metrics
With reports in Docketwise, you are able to:
Run reports on Contacts, Leads, Matters, Invoices, Payments, Tasks, and Users
Apply filters to your reports
Choose which columns display in your report (limited to certain reports)
Export your report to a CSV file
Contents
Types of Reports
Contact Reports
Contacts over time View your contacts created over time. Filter them by country, age, gender and more.
VMAX Report Your contacts in order of their maximum amount of time remaining in nonimmigrant status (VMAX).
Expiry Dates Report Your contacts in order of the expiry date of their current status, I-94, visa, advance parole and/or EAD.
Form Invitations Report Smart Form invitations that you or other members have sent to clients.
Lead Reports
Leads over time View your leads created over time. Filter them by date created and status.
Lead conversions over time View your lead conversions over time.
Leads by status View your leads by their lead status.
Matter Reports
Matters over time View your matters created over time. Filter them by type, status, date and more.
Matters by type View your matters by their matter type. Filter them by type, status, date and more.
Matters by status View your matters by their matter status. Filter them by type, status, date and more.
Matters by preference category View all of your matters included within each preference category. Filter them by type, status, date and more.
Invoice Reports
Invoices over time View your invoice totals and balances as they grow over time.
Invoices by client View the totals and balances of invoices assigned to each of your clients.
Invoices by matter View the totals and balances of invoices assigned to each of your matters.
Due invoices by client View the totals and balances of due invoices assigned to each of your clients.
Due invoices by matter View the totals and balances of due invoices assigned to each of your matters.
Invoice charges over time View charges that your firm has added to invoices for services and expenses over time.
Payment Reports
Payments over time View your payments as they grow over time.
Payments by client View the total payments assigned to each of your clients.
Payments by matter View the total payments assigned to each of your matters.
Task Reports
Tasks by client View tasks assigned to each of your clients.
Tasks by matter View tasks assigned to each of your matters.
Late tasks by client View late tasks assigned to each of your clients.
Late tasks by matter View late tasks assigned to each of your matters.
User Reports
Invoices by User View the totals and balances of invoices assigned to each user on your account.
Payments by User View the total payments from invoices assigned to each user on your account.
Late Tasks by User View which tasks are incomplete for each user on your account.
Matters by User View all of the matters assigned to each user on your account.
Creating a Report
To run a report, you will need to follow the steps below:
From the Docketwise dashboard, click the Create New ▼ button
Choose the Report option
Choose the category of report you would like to create
Choose the specific report that you would like to create from that category
Applying Filters to Report
Once you have created/run a new report, you can get started with adding filters to your report.
The filters available will depend on the specific report that is being run.
In order to use a filter, simply select the filters that you would like to apply and click the Update button.
Additional Filters:
Adding Custom Columns
Reports that can be customized:
Contact Reports (with the exception of VMAX and Expiry Date Reports)
Matter Reports
Invoice Reports
Payment Reports
Task Reports
User Reports
Editing Custom Columns in Reports
In order to start customizing your Reports, you will first need to:
Navigate to the Report Type that you would like to customize
Click the ⚙️ Gear Icon
After clicking on the ⚙️ Gear Icon, you can then edit your Dashboard's columns by
Adding columns
Removing columns
Reordering columns
Adding Columns in Reports
To add a column to a Report, simply click the Checkbox for the column from the options under Available Columns and save your changes.
Removing Columns in Reports
To remove a column from the Dashboard, simply unclick the Checkbox for the column from the options under Selected Columns and save your changes.
Reordering Columns in Reports
To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.
Exporting a Report to a CSV File
After you have created a report, you are able to export it to a CSV file, which can then be saved.
In order to export the report, you will simply click the Export button, which will download the report to a CSV file.
