Report Center lets OurFamilyWizard Professional users generate client reports from one place. Choose a client, choose the report you need, set your options, and generate it -- all without entering Client View Mode first.
Report Center brings Messages, Journal, Expenses, and Calls reports into a single, simple flow. You can switch between clients from the same page, so preparing reports for a hearing, mediation, or case review takes fewer steps.
Please note! You can still generate reports from Client View Mode. For those steps, please visit: Reporting
Open Report Center
Log into your Professional Account: www.ourfamilywizard.com. Then click Report Center in the main navigation menu.
Report Center is in the main navigation menu of your Professional Account.
Choose a client
Use the Generating reports for dropdown at the top of the page to choose a client. Each client is listed with their family name, so you can easily find the right case. To switch clients later, choose a different name from the same dropdown.
All of your connected clients are listed in one dropdown.
Choose a report
Under Select Sections, click the report you need: Messages, Journal, Expenses, or Calls.
Once a client is selected, the reports available for that client can be chosen.
Add details and generate
Choose the date range and options for your report. A preview on the right shows how the report will be laid out.
- Messages: choose a folder, date range, sort order, and attachments. You can also include the official OurFamilyWizard header and message replies, and start each message on a new page.
- Calls: choose a date range and sort order, and whether to include recordings and transcripts if they are available and included in your client's subscription.
- Journal: choose a date range and sort order, and whether to include the header, attachments, and location images.
- Expenses: choose a date range and sort order, and whether to include the header, receipts, and private expenses.
Private messages between you and your client are excluded by default. When the options look right, click Generate Report.
Set the date range and options, then generate your report.
Find your report
When your report is ready, it is delivered to Messages > Notifications in your Professional Account as a Report ready for download message. Open the message and click the download link to save or print your report.
Frequently Asked Questions
Why don't I see a client in the dropdown?
The dropdown lists the co-parents connected to your Professional Account. If you're connected to only one co-parent in a family, only that co-parent appears. Learn more: How do I link to an existing client account?
Can I still generate reports from Client View Mode?
Yes. Reports generated from Client View Mode work the same way as before. Report Center is a faster way to get the same reports. View tutorials for generating all reports here.
Where are Sign-In History and Calendar reports?
These reports are still available from Client View Mode. Learn more: How do I print/download a Sign-In History report? How do I print/download a Calendar report?
Can I use Report Center in the mobile app?
No. Report Center is only available in your Professional Account on the OurFamilyWizard website.
Need more help?
Our Professional Services Support Team is here to help! Contact us at pro@ourfamilywizard.com.