November 20 2023

Did you know that there are several different ways to report on the information stored within your Case Manager database?

The common way is to utilise the Case Manager Standard Reports found under View > Reports.

Within this list, you’ll find a suite of generic reports that can be used across a broad range of business purposes. Including, but not limited to:

  • Timesheet reporting.
  • Charge statistics.
  • Sales summaries and details.
  • Accounts summaries and details.
  • Tax accruals.
  • Bank deposits.
  • Overdue account summaries and details.
  • Referral summaries and details.
  • Outcome summaries and details.
  • And more…

For more information on Standard Reports, please see the following link:

If you are after something a bit more specific, another reporting method is to utilise the Case Manager Grids to attain more customised information via ‘Ad-hoc’ reporting.

For a quick overview of Case Manager Grids, please see the following link:

All of the Grids in Case Manager are designed to be customisable. This means that you can add or remove different columns to customise the information that you see.

This commonly applies to the Case List Grid, however, you can also customise the Documentation, Tasks, Costs, and Accounts Grids on each case to show more bespoke information which can then be filtered and exported to Excel.

For more information on Ad-hoc Reports, please see the following link:

When you have a particular set of requirements for a report please remember our Professional Services Team can create fully customised reports for you, in order to meet a vast range of requirements and business cases.

We can create reports to output almost any form of calculated statistics to help you track case progression or costs.

If you utilise a 3rd Party platform such as MediPass, QuickBooks, Great Plains, or others, such platforms may offer the ability to import invoicing information. We can help create Custom Reports to streamline this import process.

If you have any reporting needs that you would like to discuss, please contact our Professional Services Team by emailing us at ‘’ and we will be happy to help!

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