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Reports

Reports | Overview

Tracker offers several options for creating reports that provide important data and insights about your matters, spending, and users. Three reporting options are available from the
Reports
option in the left navigation.
Report option
Details
Report List
Select
Reports > Report list
in the left navigation to open the Report List. The Report List contains all reports that have been created and that can be re-used, including:
  • My Reports (all): Reports you created and saved. This is a combination of your created reports and reports shared with you.
  • My Reports (created/linked by me): Reports you created and saved.
  • My Reports (shared with me): Reports that another user in your company created and shared with you.
  • [Company name] Reports: Your company's reports.
  • Legal Tracker Pre-configured Reports: These are same reports those listed under the
    Report Engines
     option in the left menu.
  • Other Users Reports: All reports that have been created for the company, including reports for users who have been deactivated This option is available only to Company System Administrators and individual users who have been granted access to other users' reports.
Report Engines
Select
Reports > Report engines
 to show all available reports.
  • Build Your Own:
     You can use the Report Builder tool to configure custom reports.
  • Pre-configured and Updateable: The reports in this list are similar to Build Your Own reports but provide pre-selected fields and filters to get you started.
  • Pre-Configured Only: The reports in this list have certain pre-selected fields that cannot be changed.
Report Builder
Clicking
Reports > Report Builder
 in the left navigation takes you to a blank report where you can build your own starting from choosing the appropriate data table and adding desired fields, filters, subtotals and display options. You can include custom fields.
Whenever you select a report labeled as
Build Your Own
, the report opens in the Report Builder tool with no pre-selected fields and filters. The Report Type, however, is pre-selected as a Matters report, which establishes what fields and filters are available to select for that report. Different report types can be selected from the
Build Your Own
 drop-down.
Using the Report Builder to create a report provides the most options for returning the exact data you want, in a variety of layouts.

This article applies to:

  • Product: Legal Tracker
  • Subject: Reports
  • Audiences: Company