Practice Reports (Cloud)

What it is: A reporting area in Draftworx Cloud where practice administrators can view and export a list of all client engagements and a history of credits purchased and used.

What it's for

Practice reports give administrators a quick overview of their practice's activity. The client list report shows all engagements and their status (active, archived, or deleted). The billing history report shows a breakdown of credit purchases and usage over a chosen date range. Both reports can be downloaded or printed.

How to do it

1. From your client list screen, select the Gear icon in the top right.
2. Select Practice Reports.

Viewing and exporting the client list report

3. Select View Client List Report to see all client engagements, their location, and their status (Active, Archived, or Deleted).
4. To export the report:
   • Select Download Excel to save a spreadsheet copy.
   • Select the Download (PDF) icon to save a PDF copy.
   • Select the Printer icon to print it directly.

Viewing and exporting the billing history report

5. Select View Billing History.
6. Select the Date Range you want to review.
7. Select Download PDF or Download Excel to save a copy of the report.

Related concepts

Source

https://draftworx.helpjuice.com/en_US/cloud/draftworx-cloud-practice-reports

Walkthroughs:

• https://scribehow.com/viewer/Draftworx_Cloud_Practice_Reports__VfjBDJisTAiGj9yvpO68xg