Opening Reports and Choosing Filters

Open Data & Analytics from the sidebar, then select the report area and report that match your question.

Run a report

  1. Choose Sales, Case, Expense, Calendar, or System Reports where available.
  2. Select the specific report.
  3. Set the date range or period options.
  4. Choose the applicable clients, staff, statuses, case types, grouping, or other report-specific filters.
  5. Read the displayed totals and detail rows together.
  6. Open related records where the report provides links.

Each report has its own controls

Do not assume a filter or date basis on one report has the same meaning on another. Some reports compare periods, some group by client or staff, and others organize open records into age or risk buckets.

Permission-based navigation

Opening the main Data & Analytics entry directs you to the first standard report area available to your role. System Reports has a separate administrative access requirement. Missing report options may reflect your permissions rather than a missing feature.

When sharing a result, include the report name, selected period, date basis, filters, and grouping so another person can reproduce the view.