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:
✔️ Date Type (e.g., invoice date)
✔️ Set Period (e.g. this month, last month, etc.)
✔️ Preview on screen (⚠️ Limited to 1,000 rows).
✔️ Send by email (For reports with over 1000 rows).
⚠️ Helpful tip! Date Types and Set Periods can change what's included in the results. For example, using the Invoice Date date type on matter reports will force the results to omit matters that don't have invoices or none with an invoice date within the Set Period.
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".
