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

Note: This report is only available to Docketwise Suite and Enterprise subscribers.

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

Payment Reports

Task Reports

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:

  1. From the Docketwise dashboard, click the Create New ▼ button

  2. Choose the Report option

  3. Choose the category of report you would like to create

  4. 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:

  • If you have Custom Attributes set up on your account, you can also use these as filters in Contact and Matter Reports (click here to learn more).

  • Additionally, Matter Types and Statuses can also be utilized as filters within Matter Reports (click here to learn more).


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.

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