Overview

Custom Reports in Docketwise allow you to take a deeper look into your data, save time with saveable filters, and share your reports with your colleagues.

Additionally, Custom Reports brings Contact/Employee and Matter/Case Reports to the HR Portal!

Contents


πŸ“ˆ Types of Custom Reports

Currently, Custom Reports are available for the following data types:

  • Contacts

  • Matters

The following data types will be made available shortly:

  • Leads

  • Invoices

  • Payments

  • Tasks

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πŸ†• Creating a Custom Report

In order to create a new Custom Report, you will first need to navigate to the Select a Report page.

Once on the Select a Report page, you can choose which data type you would like to report on and click on the Create + button

After clicking on the Create + button, your new report will be automatically saved. From here, you can add columns, apply filters, name your report, and more (continue reading below to learn more).

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✏️ Editing a Custom Report

Custom reports can be edited and customized by:

  • Choosing the columns that will appear in the report

  • Applying specific filters

  • Naming your report

Continue reading below to learn more about these options.

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Choosing Columns

In order to choose the columns included in your Custom Report, you will need to follow the steps below:

  1. Click the βš™οΈ Gear Icon

  2. Select any columns you would like to add from the Available Columns group

  3. Remove any columns you don't want from the Selected Columns group

  4. Order the available columns however you would like by dragging and dropping

  5. Click the Update button

Note: Any unsaved filters will be lost when updating the columns of your custom report

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Applying Filters

With advanced filtering, you can filter by any data field included in the report. You can use filters and filter groups to further customize your results.

Filters groups essentially act like parentheses in an equation.

To add a new filter group, simply start by clicking the + Add Filter button. After clicking on the + Add Filter button, you can select the data field by which you would like to filter.

You can also add a filter to a filter group by clicking on the βž• icon next to an existing filter.

Between each filter and filter group, an And/Or operator will need to be added. In order to change an operator, simply click on the operator and select whichever one you desire.

Notes:

  • In order to save your selected filters, you will need to click the Save Report button.

  • For shared reports, users other than the creator apply new filters, but these filters cannot be saved to the report.

  • Operators inside of a group must all be the same and operators outside of the group must all be the same.

  • Filters for text fields are case-sensitive.

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Naming Your Custom Report

In order to name your report, simply click the ✏️ icon or inside of the title and enter your desired report title.

Note: For shared reports, only the creator of a report can edit the name.

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πŸ’Ύ Saving a Custom Report

In order to save a custom report's filters, you will need to click on the Save Report button. Once you click on the Save Report button, the report's filters are saved.

Note: The Save Report button is only available for the creator of the report; if a shared report's default filters need to be updated, please contact the creator of the report.

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πŸ”— Sharing a Custom Report

When you share a report, all members from within your firm can see and access your custom report. Firm members will be able to access the report, but cannot:

  • Save updated filters

  • Change the visibility back to private/unshare the report

In order to share a custom report with the rest of your firm, toggle the slider bar for Share Report to active.

If you wish to unshare a custom report, simply toggle the slider bar for Share Report to inactive.

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πŸ“Š Accessing a Saved Custom Report

In order to access a saved Custom Report, you will first need to navigate to the Select a Report page.

Once on the Select a Report page, you will choose which data type the report was saved under and select the saved report you would like to access.

Any reports that have been shared by other firm members will appear with a reference to their name as the creator of the report.

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πŸ“₯ Downloading a Custom Report

In order to download a Custom Report, all you need to do is access the report you wish to download and click on the Export & Download button.

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πŸ—‘οΈ Deleting a Saved Custom Report

In order to delete a saved custom report, you will need to follow the steps below:

  1. Navigate to the Select a Report page

  2. Locate the report that you would like to delete

  3. Click the πŸ—‘οΈ for the saved custom report that you would like to delete

Note: Only the creator of a report can delete their own report.

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🏒 HR Portal Reports

Clients with an HR Portal activated can also access reports and advanced filtering options directly from within their HR Portal.

Two reports are available from within the HR portal:

  1. Employees Report: Shows company employees that have been shared with the portal.

  2. Matter Report: Shows the company's matters.

    1. Note: The company contact should be made the primary contact of the matter and the foreign national should be made the applicant of the matter.

Notes:

  • Filters cannot be updated while previewing the HR Portal (only the individual logging into the HR Portal account may update filters).

  • If you are an individual logging into the HR Portal and would like to learn more about HR Portal reports, click here.

  • The HR Portal feature is only available on Suite and Enterprise subscription plans.

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Enabling Custom Attributes on HR Reports

By default, HR Portal Reports will not include contact or matter custom attributes in the available data fields for Employee or Matter Reports.

If you would like contact and/or matter attribute data fields to be available in HR Portal reports, you will need to follow the steps below:

  1. Navigate to Settings > Portal Settings

  2. Check the box for each custom attribute type that you want to be available in HR Portal reports

  3. Click the Save Changes button

Note: Currently, individual custom attribute fields can not be selected to be shared on a one-by-one basis.

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