Articles on: Reports

How to download yearly and monthly client summaries?

Login -> Dashboard -> Reports -> Productivity Reports -> Download Yearly and Monthly Reports

Login to CaseFox.
Go to the dashboard, to the left corner you will find the side bar.
Select Reports from the side bar.
Go to the sub-tab “Productivity Reports” and click on “Download monthly and yearly summaries”.
An Excel Or PDF file will be downloaded onto your downloads folder.

Updated on: 30/03/2023

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