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All CollectionsACCOUNT ADMINISTRATIONData Sync
Activate Nightly Data Sync Functionality for Reporting
Activate Nightly Data Sync Functionality for Reporting
Updated over a week ago

Feature available on CASEpeer Advanced

CASEpeer’s data sync enables a report on the firm's data at a higher level. CASEpeer will sync a firm’s data into an Amazon Web Services-hosted S3 bucket nightly and include all case data. Firms can query their data using Amazon Athena, and utilize their favorite compatible business intelligence tools including Tableau and Microsoft Power BI.

  • Navigate to the

    Icon in the top right corner of your account and select Account Settings.

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  • Scroll down to the Additional Features section and locate Data Sync.

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  • Click Request.

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  • Our team will provision the data within 5 business days.

Accessing the Data Once Request is Complete

  • Navigate to the Additional Features section and locate Data Sync.

  • Click Manage and your credentials will be available.

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  • Report building is out of CASEpeer's support scope, most firms utilize a developer to utilize this functionality.

Helpful Tips

Tools

Server

Port

  • 443

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