Firm Reports & Reports tables

There are two report tables in DataGrows:

• The Reports table: Available to everyone on your team. It contains reports for things like Birthday reminders and reports to indicate time worked.

• The Firm Reports table: It can only be accessed by Super Users and Partners, unless your user access has been adjusted. The Firm Reports table contains billing and profitability reports and more.

This post will cover:

1. Accessing & generating reports

2. Understand what the report does

3. Troubleshooting

4. Downloading a Report

5. Requesting additional reports

1. Accessing reports

To access any report:

• Go to the relevant report table

• Click on the hyperlink icon

• Depending on the report, you might need to select filters to see information. After selecting your filters, click on View Report.

• Some reports have multiple pages; you can access these pages by clicking on the arrows shown below.

2. Understand what the report does

To see a description of each report. Please click on the record and look at the description field.

3. Troubleshooting

If any report doesn't work like you expect, please refer to the troubleshooting section in the table. If these steps do not resolve the issue, please contact support@mydatagrows.com.

4. Downloading a Report

Any report can be downloaded by clicking on the Save icon and selecting a format option.

5. Requesting additional reports

If there are any additional reports that you would like, or if you have questions, please send a request to support@mydatagrows.com.