1️⃣ Open the Report Builder
📍 Go to: Menu > Reports > Report Builder
2️⃣ Start a New Report
🟢 Click the "+ CREATE REPORT" button on the right-hand side.
3️⃣ Select the Report Type
📌 Choose the report type that fits your needs.
- For details on different report types, check the Report Types Overview.
- For details on different fields available in different report types, check the Reporting Fields Glossary.
4️⃣ Configure Report Fields
🔹 Select from the list of available fields to include in your report.
🔹 Use the search bar or expand the list to select fields manually.
5️⃣ Apply Filters
🔍 Click the "Filters" tab to refine data, e.g.:
✔️ Filter by law firm
✔️ Filter by date range
✔️ Other custom filters
6️⃣ Set Report Options
📌 In the "Options" tab, configure:
✔️ Date type (e.g., invoice date)
✔️ Sorting preferences
✔️ Subtotal options
7️⃣ Run the Report
📂 Click "Run Report" – A pop-up will appear with options:
✔️ Preview on screen (⚠️ Limited to 1,000 rows).
✔️ Send by email (For reports with over 1000 rows).
8️⃣ Save the Report for Future Use (Optional)
💾 Click "Save Report" to reuse it.
✔️ Name the report.
✔️ Toggle "Make Public" if you want others to access the template.
✔️ Click "Save".
