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How do I create a custom report?

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Note: The custom report builder is not available to free account users

Overview

With the Dibcase exclusive custom report builder you can create reports to help manage your pending work. Reports can be based on the clients, claims, and contacts tables with SSA custom fields.

Report List Page

The reports list page is where you can access all of your reports to edit, delete, duplicate, add notes, filter and more.

Step 1: Open the custom report builder

Reports-7.thumb.png.8d2c7b054c4791f30a4ff37473beba51.png

Creating Reports

Step 2: Click the button "New Report"

Reports-2.png.07e345ad9eecbaeb5e5bb57d02dedd8f.png

Step 3: Select the data source for your report. You can choose reports based on the client, claims, and contacts tables (more will be added)

Reports-3.thumb.png.c14370104069b0504bd6ae566affd247.png

Step 5: Select the fields you would like to display on the report as your field columns

Step 6: Add your filter conditions

Step 7: Export your report in spreadsheet format

Reports-5.thumb.png.ecc6c990323faf67bf712f299ad1cdd3.png

 

For a list of reference merge fields, use the following link:

 

 

Dibcase Merge Fields.pdf

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