To use Docketwise’s reporting features, follow the steps below:

  • Navigate to your attorney dashboard

  • Select the “create new” button

  • Choose “report”

  • Choose from the report categories to find the report you want

  • Click on the name of the report

  • Use the dropdown buttons at the top of the page to sort and filter the report

  • Scroll down to view details associated with the report

  • To save the report to your computer, press “export” and the report will download to your computer as a spreadsheet

Feel free to explore each report to find the best insights for your firm!

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