Articles on: Reports

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

Log in to CaseFox.
Go to the dashboard, to the left corner you will find the sidebar.
Select Reports from the sidebar.
Go to the sub-tab “Invoice& Payments” and click on “All Data Till Date ”.
A Word Or PDF file will be downloaded into your downloads folder.

Updated on: 28/03/2023

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