Docketwise Contact Reports are designed to give firms a snapshot view of relevant information of all your clients.

Click here to learn more about our other types of reports in Docketwise.

Contents


Types of Contact Reports

There are several reports that you may run on Contacts Report depending on how you want the information to be presented in Docketwise.

Contacts Over Time

The Contacts over time report displays data related to contacts created over time on your Docketwise account.

  • Displaying Data From: Contacts

  • Results Organized By: Displayed in reverse-chronological order

  • Primary Columns: Full name, Daytime phone number, Mobile phone number, Email, Updated date, Matters, and Assignees to that contact

  • Additional Available Columns: Alien Registration Number, Citizenship Acquired Through, Citizenship At Birth, City Of Birth, Country Of Birth, Country Of Citizenship, Current Date Of Marriage, Date created, Date Of Birth, EAD number,
    Eoir Number, Evening Phone Number, Fax Number, Gender, Home Phone Number, Individual Taxpayer Identification Number, Language, Mailing Address, Marital Status, National Identification Number, Passport Number, Physical Address, Sevis Number, Spouse Full Name, State Department Personal Identification Number, State Of Birth, Travel Document Number, US status,
    US Status Expiry Date, US Status Start Date, Work Phone Number

  • Filters Available: Date created, Assignees, contacts is a person or a company, filter by attributes such as date of birth or US status

VMAX Report

The VMAX report displays data related to your contacts in order of their maximum amount of time remaining in nonimmigrant status.

  • Displaying Data From: Contact's overview page

  • Results Organized By: Most recent VMAX date

  • Primary Columns: Contact, Email, Principal Applicant, VMAX (Time Remaining), and VMAX (Date)

  • Filters Available: Date Range

Expiry Dates Report

The Expiry Dates report displays data related to your contacts in order of the expiry date of their current status, I-94, visa, advance parole, and/or EAD.

  • Displaying Data From: Contact's overview page

  • Results Organized By: Most recent expiration date

  • Primary Columns: Contact, Email, and Principal Applicant

  • Filters Available: Expiry type, Date Range, and Assignees

Form Invitations Report

The Form invitations report displays data related to smart form invitations that you or other firm members have sent to your clients.

  • Displaying Data From: Smart Forms

  • Results Organized By: Most recent invitation

  • Primary Columns: Contact, Smart Form, Sender, Type, Email/Mobile number, and Status

  • Filters Available: Status and Date created


Creating a Contact Report

To run a contact 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. Select the contacts category

  4. Choose the specific contact report that you would like to create


Applying Filters to Contacts Reports

Once you have created a new report, you can add filters to your report. The filters available 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 Contact Reports

You are able to add custom columns only to the Contacts over time report.

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 Contacts Report

To add a custom column, simply click the Checkbox for the column from the options under Available Columns and save your changes.

Removing Columns in Contacts 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 Contacts Reports

To reorder your columns for the Dashboard, you need to drag and drop the column values under Selected Columns and save your changes.


Exporting a Contact Report to a CSV File

After you have created a contact report, you are able to generate it in a CSV file, if you wish to further filter your report.

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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