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Harness the Power of Reports for Real Insights

VanessaVargas2
Hosted by Vanessa Vargas
Dec 19, 2025
|
10:00 AM PT

Need to turn data into actionable insights for your immigration practice? With eimmigration’s robust reporting tools, you can do just that. This one-hour interactive training will show you how to build, schedule, and distribute both custom and system reports—so you can track performance, monitor trends, and guide your team with clarity.

In this session you’ll learn how to:

  • Access the built-in system reports and identify key data points your firm should be tracking
  • Create custom reports over 1,000+ data points (including client background, case status, billing, and more) so you ask the questions you need and get the answers you want. 
  • Schedule automated reports to go to your inbox or to your team—no repeat manual pulling required. 
  • Share and collaborate on reports with staff and stakeholders so everyone stays aligned and informed
  • Use these insights to identify bottlenecks, track case volume, review team performance, audit billing or invoicing metrics, and spot opportunities to grow
Whether you want to wrap your head around the basics or learn how to use your data more strategically—this session will help you transform raw data into meaningful insights and run your practice more effectively.

Join us to move beyond spreadsheets with eimmigration’s reporting tools.

On Demand Webinars