Docketwise Series: Custom Reports — Immigration Finder

For this last installment of the Docketwise tutorial series, we will use custom attributes from the last blog to create custom reports that give you a bird's eye view of the state of your firm.

To do this, go to Reports on the left-side menu.

Here click on Matter Reports.

Under Matter Reports, select Custom Reports.

Here you can apply any filter you created under custom attributes. Once you have created your custom reports you can export them to use that data as needed!

Hopefully, these features will help you have a better overview of your firm and your case, so you can more easily manage your caseload.

Originally published at https://immigrationfinder.com on November 8, 2023.