Reports
How to download invoices in PDF format?
Login -> Reports -> Invoice & Payments -> Invoices (PDF) of Client 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Then select "Invoice & Payment" from the list and click on the "Invoices (PDF) of Client" option. ...
How to export all notes by staff and download case wise notes?
Login -> Dashboard -> Reports -> Note(Time/Expense) -> “Export all notes by staff: 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. Select Reports from the side bar. 4. Go to the sub tab ...
How to check for case reports?
Login -> Reports -> Tools -> Category Performance 1. Login to CaseFox. 2. Select Reports from the navigation bar. 3. Then select the "Tools" option and click on "Category Performace". 4. After opening the window, make a selection according to you.
How to download a list of clients with active cases only?
Login -> Reports -> Clients -> Client with Active Cases 1. Login to CaseFox. 2. Go to the "Reports" tab on the navigation bar. 3. Select the "Client" option from the list. 4. Then click on the "Client with Active Cases". 5. A CSV format file will be ...
How to download a staffwise billing report?
Login -> Reports -> Productivity Reports -> Staffwise Billing Report 1. Login to CaseFox. 2. Go to the "Reports" tab, then select "Productivity Reports". 3. Click on "Staffwise Billing Report". 4. After opening the window, you will have many options. ...
How to download all personal notes by client?
Login -> Reports -> Note (Time/Expense) -> Personal Notes by Client 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Select "Note (Time/Expense)" from the list. 4. Click on "Personal Notes by Client". 5. Select a ...
How to generate bulk invoices? (From Reports)
Login -> Reports -> Tools -> Bulk Generate Invoices 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Select Reports from the sidebar. 4. Then select "Tools" from the list and click on "Bulk Generate Invoices". 5. ...
How to download all case wise time entries & reports?
Login -> Reports -> Note(Time/Expense) -> Export Casewise Time Entries & Reports 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Then select "Note(Time/Expense)" from the list. 4. Click on "All casewise time ...
How to download a voucher timesheet?
Login -> Reports -> Cases -> Voucher Timesheet 1. Login to CaseFox. 2. Click on the "Reports" tab present on the navigation bar. 3. Then select "Cases" from the list. 4. Click on "Voucher Timesheet" option. 5. Select the desired case and click on the ...
How to download a particular operating account transaction history?
Login -> Reports -> Account -> Operating Accounting Transaction 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. Select Reports from the side bar. 4. Go to the sub-tab account and click on “Operating ...
How to download an excel sheet for monthly bills by timekeeper?
Login -> Dashboard -> Reports -> Staff -> Monthly Billed client/ Timekeeper 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Staff” and click on ...
How to download a message list for staff?
Login -> Reports -> Staff -> Message List 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Staff” and click on “Message List” 5. A Word Or PDF ...
How to download invoices and payment statements?
Login -> Reports -> Clients -> “Download Statement” 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Clients” and click on “Download ...
How to download the fixed fee case report?
Login -> Reports -> Cases -> Fix fee Case Report 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the subtab “Cases” and click on “Fix fee Case Report”. 5. ...
How to download account statements?
Login -> Reports -> Invoice & Payments -> Invoice/ Account Statements 1. Log in to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& Payments” and ...
How to generate advanced reports?
Login -> Advanced Reports -> 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Admin from the sidebar situated at the end of the bar, below the left. 4. From the left sidebar select “Advanced ...
How to download a list of elements and facts to cause of action (COAs)?
Login -> Reports -> Cases -> Evidence Map 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub tab “Cases” and click on “Evidence map”. 5. A Word Or ...
How to check the progress of your performance v/s target?
Login -> Reports -> Productivity Reports -> Performance v/s Target 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Productivity Reports” and ...
How to check for money collected by staff?
Login -> Reports -> Invoice & Payments -> Money Collected by Staff 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& Payments” and click ...
How to download a report for all the payments received through clients?
Login -> Dashboard -> Reports -> Clients -> Export Payments 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Clients” and click on “Export ...
How to download casewise personal notes?
Login -> Dashboard -> Reports -> Note(Time/Expense) -> “Casewise Personal Notes” 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab ...
How to download monthly reports for billable reports?
Login -> Dashboard -> Reports -> Cases -> Month by Month Report 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Cases” and click on “Month by ...
How to download account receivable reports?
Login -> Dashboard -> Reports -> Account -> Account Receivable 1. Login to CaseFox 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar 4. Go to the sub-tab account and click on Account Receivable. ...
How to download a report depicting client-wise interest collected till date?
Log in -> Dashboard -> Reports -> Invoice & Payments -> Interest collected till date 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& ...
How to export trust transactions for particular clients?
Login -> Dashboard -> Reports -> Clients -> “Export Transaction” 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Clients” and click on ...
How to download a list of account receivables from your clients?
Login -> Dashboard -> Reports -> Invoice & Payments -> Accounts Receivables 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& Payments” ...
How to download all client lists?
Login -> Dashboard -> Reports -> Clients -> Client List 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab Clients and click on “Client List”. 5. An ...
How to download consolidated or yearly transaction reports of the ledger?
Login -> Dashboard -> Reports -> Ledger -> Consolidated 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab Ledger and click on “Consolidated” or ...
How to generate reports?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Tools". 4. Click on "Run Reports/ Exports" from the options. 5. Select a date range and other filter criteria. 6. Click on the ...
How to download a yearly report with all clients for a particular year?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Invoices & Payment". 4. Click on "Yearly Report". 5. Select the desired year and click the "Download" button. 6. A zip file will be ...
How to download a case list?
Login -> Dashboard -> Reports -> Cases -> Case List 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Cases” and click on “cases”. 5. An Excel ...
How to export casewise billable entries?
Login -> Dashboard -> Reports -> Note(Time/Expense) -> “Export Case Wise Billable Entries” 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the side bar. 3. Select Reports from the side bar. 4. Go to the sub tab ...
How to download a letter to request additional trust funds?
Login -> Dashboard -> Reports -> Invoice & Payments -> Letter To Request Additional Trust Funds 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab ...
How to download a detailed report for all clients, cases, invoices & payments from the start date?
Login -> Dashboard -> Reports -> Invoice & Payments ->All Data Till Date 1. Log in to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Invoice& Payments” and ...
How to download all time and expense entries by staff?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Note (Time/Expense)." 4. Click on "Export all Notes by Staff." 5. Select the staff member and choose the file format. Then, click ...
How to download vendor AP reports?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Vendor." 4. Click on "Download Vendor AP Report." 5. An Excel sheet will be downloaded to your download folder.
How to download invoices for a month or year?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Invoices & Payment." 4. Then, choose "Invoices for Month/Year." 5. Select the desired options and click on the "Download" button.
How to export only unbilled notes by case?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Note (Time/Expense)." 4. Click on "Export only unbilled notes by case." 5. Select the desired case and click on the "Download" ...
How to download blank letters?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. From the list on the left side, select "Cases". 4. Click on "Blank Letter to Client". 5. Then select a desired case, and click on the "Download" button. 6. A Word file ...
How to download a staff billing report?
Login -> Dashboard -> Reports -> Productivity Reports -> Staff Billing Report 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select Reports from the sidebar. 4. Go to the sub-tab “Productivity ...
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