(Detailed Reports Definition)

Custom Report: Stuck on a difficult report? Let us create it for you! This is a one-time fee for a report, that we will email to you as an Excel, graphic, or Word report.

You can find the Reports Hub in the upper-right of your Caseload Manager home page. You will find a variety of reports that are available to you--some of which you can customize or filter by date.  You might also choose to create your own reports by filtering and exporting your data.

• Cases Needing Assignment
• Service Report  
• Activities and Calendar Items
• Case Types Report
• Crosstab report

• Case Type Pie Chart

• Case Type Crosstab

• Referral Sources Report 

• Referral Source Pie Chart:

• Custom Field Case Summary

• Billables Report 

• Survey Summaries

• Import Log

  Additionally, you may create your own reports:
• Exporting
• Filter Cases 
• Calculate Balance Due  
• Invoicing Clients 
• Filter for Pending Cases 
• Case Date Range Filter