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Generating Reports

TMS offers a variety of reports to view insights on financial details, case details, inventory details and more.

Under the reports tab, a variety of reports are available to be generated. All the reports available will be listed out below the search bar. If needed, reports can be searched for manually via the search bar at the top of the reports page. Start typing the report name to see a list populate of available options.

To generate a report, enter the necessary information for the report and click the generate report button. Depending on the report, there can be different filtering options available for generating the report. Make sure to utilize as many of the available options on the report to target the specific information you are looking for in the generated report.

Once you click generate report, you will be taken to a loading page while the report is being generated. The time a report takes to generate can vary based on how large the report is. Once the report has finished generating, it will be automatically downloaded to your device as an excel file.

**If there are missing cases in your report, please ensure that those cases have posted contracts.