SingleCase is not just a tool for submitting timesheets, preparing invoices, or managing documents, but also a tool that allows you to get an overview of what is really happening in your company, team, or cases. Our goal is for every user to be able to quickly and clearly see the data that is relevant to them, enabling them to better manage their cases, make decisions based on facts, and save time.

Standard generic reports provide basic overviews—for example, about the work of individual users, the development of cases, or your own work. These reports are immediately available to all users with the appropriate role and allow for quick orientation in performance and activities.

Custom reports take the possibilities further. They allow you to:

track exactly the data that is most important to your team or company,
combine information from different sources according to your own needs,
define the period for which the report is downloaded,
further work with the report in Excel, for example using pivot tables or other calculations,
provide access to the report only to selected roles, thereby maintaining clarity and security of information.

We offer predefined reports in the system free of charge. For a fee, we can create a report tailored to your needs. The entire reporting system is designed to be flexible, clear, and easy to use.

How to download a report?

If the user has access to at least one report, a new line called Custom Reports will appear under the Reporting line. Hovering over this item will open a menu with available reports. Simply click on the desired report.

A window will open where you need to select the time period for which the report should be calculated. You can enter the period manually or select from the preset options by clicking on the three dots.

Then just click on "Generate report" and the report will be downloaded to your computer as an Excel file.

Note: After saving the report, the user must refresh the page for the new or modified report to be displayed.

Reports description

General information about all reports

In general, the data in the report is taken according to the DUZP (some custom reports are then according to the date of creation of the statement, etc.).
The exchange rate is taken according to the DUZP, which was valid from the central bank.
Credit notes - displayed in reverse value.
Quick invoices - displayed without hours.

Managerial report by cases

Client
- The client on whom work was performed during the given period
Case
- The case on the client on whom work was performed during the given period
Reported internal hours
- If the case is internal, these are the hours reported on the given case
Reported client hours
- If the case is not external, these are the hours reported on the given case
Written off
- How many hours were discarded on the given case
Entered into invoicing
- How many reported hours were moved to Billing Preparation
Billed hours
- How many hours from the given case were billed in the given period
Invoiced amount
- What amount was invoiced for the given case
Real hourly rate
- If we have any invoiced hours (i.e., it is not a quick invoice), we divide the invoiced amount by the invoiced hours, which gives us the real hourly rate
Hours not yet invoiced
- How many reported hours have not yet been invoiced
Amount not yet invoiced
- Value of hours awaiting invoicing
List of roles associated with the given case

Managerial report by users

Name
- User name
Role
- His/her role in the system
Workload
- What percentage of the workload he/she has
Work fund
- How many hours he/she has in the given period based on his/her workload
Reported internal hours
- How many hours he/she reported on internal cases in the given period
Reported client hours
- How many hours did he/she report on client cases in the given period
Written off
- How many hours were discarded on the given case
Entered into billing
- How many reported hours were moved to Billing Preparation
Billed hours
- How many hours from the given case were billed in the given period
Invoiced amount
- What amount was invoiced for the given case
Real hourly rate
- If we have any invoiced hours (i.e., it is not a quick invoice), we divide the invoiced amount by the invoiced hours, which gives us the real hourly rate
Hours not yet invoiced
- How many reported hours have not yet been invoiced
Amount not yet invoiced
- Value of hours awaiting invoicing

Report of my work

Filtered only for the given user
Focus on the user and the number of hours spent in individual statuses
Client
- List of clients on which the given user worked during the given period
Case
- List of cases on which the given user worked during the given period
Reported internal hours
- How many hours were reported on internal cases in the given period
Reported client hours
- How many hours were reported on client cases in the given period
Written off
- How many hours were discarded on the given case
Entered into billing
- How many reported hours were moved to Billing Preparation
Invoiced hours
- How many hours from the given case were invoiced in the given period
Hours not yet invoiced
- How many reported hours have not yet entered invoicing
List of roles associated with the given case

How do I set up these reports in SingleCase?

In Settings (section Integration → List of reports), click on the Add button.

Fill in the name of the report, select the roles that will have access to the report, and finally enter the URL address of the report that you received from us.

Name

Enter any name up to 50 characters. This name will appear in the title of the downloaded report. Reports are sorted alphabetically.

Role

Select roles from those you have set up in SingleCase. The report must have at least one role assigned to it. If the user has no reports assigned, the Custom Reports section will not be displayed.

URL

The URL consists of two parts. First, copy your domain, e.g., https://saguinus.singlecase.app/.

Then add the URL of the specific report, e.g., /csapi/custom/generic/export_project_stats.

Combine both parts and paste them into the Report URL field:

https://saguinus.singlecase.app/csapi/custom/generic/export_project_stats

Save

Click Save. The report is now inserted.

Report administration
All inserted reports are displayed in the table. Here you can click on the icon to edit or delete the report.

What reports do we offer?

We have generic reports available:

Managerial overview by files

/csapi/custom/generic/export_project_stats

Managerial overview by users

/csapi/custom/generic/export_user_stats

My work report

/csapi/custom/generic/export_project_self

If you have a specific idea of how to expand the reports (e.g., to include profit or rewards) or would like to create your own report, please contact our support team.

The preparation of custom reports is subject to a fee. It usually takes a few days, and we can deliver the finished report within 2–3 weeks of order confirmation.

How to edit or delete an inserted report?

To edit a report:

In Settings (section Integration → List of reports), click on the pencil icon in the row of the given report. The Edit report window will open, where you can make the necessary changes. Finally, click Save.