Report Center lets OurFamilyWizard Professional users generate client reports from their own account. 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, Calls, Journal, and Expenses reports into one place. 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
Step 1: 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.
Step 2: Choose a client
Click the Generating reports for box at the top of the page. Start typing a client's name or case name to search, or pick from the list. Each client is listed with their family name, so you can find the right case. To switch clients later, choose a different name from the same box.
All of your connected clients are listed in one place.
Step 3: Choose a report
Click the report you need: Messages, Calls, Journal, or Expenses. The reports you can choose depend on your client's plan.
Once a client is selected, the reports available for that client can be chosen.
Step 4: Add details and generate
Choose the From and To dates and the options for your report:
- Messages: choose a folder, dates, sort order, and whether to include attachments. Choose Individual messages or Group by conversation. You can also include the official OurFamilyWizard header and start each message on a new page.
- Calls: choose dates and sort order, and whether to include the official header, Call Consent History, and Call Status definitions. Recordings and transcripts can be included when they're part of your client's plan.
- Journal: choose dates and sort order, and whether to include the header, attachments, and location images, and to start each entry on a new page.
- Expenses: choose dates and sort order, and whether to include the header, receipts, and private expenses.
Private messages between you and your client are left out unless you check Include private messages with your Professional. When the options look right, click Generate Report. Click Back to choose a different report.
Set the dates and options, then generate your report.
Using Clio? You can also send the report straight to Clio from the Case Management Integrations section at the bottom of the page. Learn more: How do I integrate OurFamilyWizard to Clio?
Step 5: 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 (for example, Messages Report ready for download). 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 list?
The list shows 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?
Why can't I choose a certain report?
The reports available depend on your client's plan.
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 here.