Data & Analytics

Check the report definition, source records, filters, and access before assuming a figure is incorrect. An empty or missing report Confirm the report...

Report access and the records inside a report depend on your role and organization scope. Report-area requirements Sales Reports: at least one of View...

Report pages provide Print and, when permitted, Export for sharing a report result. Prepare the view Select the report, date basis, date range, and...

System Reports helps administrators find configuration differences that can affect client billing. Four configuration reports Client Price List Audit:...

Calendar Reports summarizes recorded tasks, events, assignments, and completion information. Available reports Activity Distribution: counts,...

Expense Reports includes both time entries and non-time expenses recorded in CaseWyze. Choose a report Expense Detail: entries with case, staff, item,...

Operational case reports help identify older work, upcoming deadlines, and movement through the case lifecycle. Available reports Open Case Aging:...

Case Reports helps you understand the amount and distribution of case work in your accessible records. Choose the relevant report Case Distribution:...

Profit views compare the revenue and expense data included by the selected report and filters. Available views Profit Distribution: profit grouped by...

These reports organize client and billing information by salesperson relationships. Three complementary views Salesperson Performance: revenue by...

Aging and overdue reports help identify unpaid client balances and prioritize follow-up. Available reports Client Aging: open balances grouped by...

Sales Reports helps you understand invoiced work, received payments, client mix, and changes over time. Choose a view Sales Distribution: invoice...

Two reports can show different totals because they answer different questions or include different records. Check the date basis An invoice can have...

Open Data & Analytics from the sidebar, then select the report area and report that match your question. Run a report Choose Sales, Case, Expense,...

CaseWyze reports on the business records your team creates and maintains. Different report areas use different parts of those records. Operational...

Data & Analytics turns the operational records entered in CaseWyze into reports about work, billing, expenses, scheduling, and configuration. What the...