Overview
Task Reports in Docketwise allow you to acquire insights into your firm as well as evaluate and find key metrics from your tasks and late tasks.
Click here to learn more about our other types of reports in Docketwise.
Contents
Types of Task Report
There are many reports that you may run on tasks in Docketwise depending on how you want the information to be presented.
Tasks by client
The Tasks by client report displays data related to the tasks created on your Docketwise account and is broken down by the client associated.
Displaying Data From: Tasks
Results Organized By: Grouped by client
Primary Columns: Title, Status, Contact, Matter, Date created, Due Date, and Assignees
Additional Available Columns: Complete, and Updated
Filters Available: Late Status, Assignees, Date created, Branch, and Completed Status
Tasks by matter
The tasks by matter report display data related to the tasks created on your Docketwise account assigned to each of your matters.
Displaying Data From: Tasks
Results Organized By: Grouped by matter
Primary Columns: Title, Status, Contact, Matter, Date created, Due Date, Assignees
Additional Available Columns: Complete, and Updated
Filters Available: Late Status, Assignees, Date created, Branch, Completed Status
Late tasks by client
The late tasks by client report shows information about overdue tasks established in your Docketwise account, broken down by the contact who created them/associated.
Displaying Data From: Tasks
Results Organized By: Grouped by client
Primary Columns: Title, Status, Contact, Matter, Date created, Due Date, Assignees
Additional Available Columns: Complete, Updated
Filters Available: Late Status, Assignees, Date created, Branch, Completed Status
Late tasks by matter
The Late Tasks by Matter report shows information about overdue tasks established in your Docketwise account, broken down by the matters associated.
Displaying Data From: Tasks
Results Organized By: Grouped by matter
Primary Columns: Title, Status, Contact, Matter, Date created, Due Date, and Assignees
Additional Available Columns: Complete, and Updated
Filters Available: Late Status, Assignees, Date created, Branch, Completed Status
Creating a Task Report
To create a task report, simply follow the instructions below:
From the Docketwise dashboard, click the Create New ▼ button
Choose the Report option
Choose the Task category
Choose the specific Task report that you would like to create
Applying Filters to Task Reports
After you've created a new report, you may begin adding filters to it. The filters offered will vary depending on the report being run.
In order to use a filter, simply select the filters that you would like to apply and click the Update button.
Adding Custom Columns to Task Reports
All the different Task Reports can be customized. 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 Task 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 Tasks 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 Task Reports
To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.
Exporting a Task Report to a CSV File
After you have created a task 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.