You can save report criteria so that you can re-run reports quickly. You can also share reports with other users. You can access all saved and Company reports from the Report list page.
When saving and sharing reports, the term reports refers only to the configuration of the report and its criteria, not to any results that are returned when you run a report. To save and share the results of a report, you must export it and save it as a separate file.
You can find all saved reports on the Report List page. The view selector under the
SAVED REPORTS
collapsible section lets you see the different categories of saved reports. For example, My Reports, Firm Reports and Legal Tracker Pre-Configured Reports.
The Reports List page shows the actions available for reports, the report name, report type, last run date, comment, report creator/editor and the date the report was created or edited. You can sort the list by name, type, last run date, creator/editor and edited/created date.
My Reports are the reports you run frequently. It includes any:
Reports you saved (Personal reports).
Reports others have shared with you (Linked reports).
Company reports you linked.
You can create or edit any comments for the My Reports that you created. You can share the Personal reports in your My Reports list. You cannot share any Firm reports or reports other users have shared with you and that are linked to the original report creator.
Company reports are created by Company System Administrators or Company Office Administrators and are available to all company users with report access. Because Company reports are linked, when the report creator edits the criteria, the changes will be reflected in every user's report. Unless you are a Company System Administrator or Company Office Administrator, you cannot share Company reports with other users. For ease of access, you can link Company reports to your My Reports list.
Legal Tracker Pre-Configured Reports
Tracker created a number of reports that you can run as is or edit and save as new reports. It may be more efficient to edit a Tracker Pre-Configured Report than to create a new report from scratch. You cannot link Legal Tracker Pre-Configured reports to your My Reports page. You must save the report as a new report.
Each user can enter up to five report tags that can be associated with the reports created with report builder. Each report tag can have a maximum of 50 characters. Each user can associate his or her report tags to reports regardless of whether the report is a Company configured report, a Legal Tracker Pre-Configured report or a shared/linked report. The report tags can be created or edited inline.
Entered report tags are included in the in the view selector on the Report list page. To display all reports associated with a report tag, select the report tag from the view selector then click
Change view
.
When you run a report, you have the option to save it. Depending on the type of report, you may be able to overwrite the previous criteria (use the
Save
function) or create a new report and leave the old criteria intact (use the
Save as
function).
Create a Report Using Report Builder
When you create a new report from scratch, you have the option to select
Save as
before you run the report and see the results. This is useful if you want to finish building the report at a later time.
The report name, which is the name that displays in the Report List, is required to save the report. If you enter a report description, it displays in the
Comment
column on the Report list page.
You cannot share a report until after you save it.
Modify the Criteria of an Existing Report
When you edit an existing saved report, you have the option to use the
Save
function, which changes the existing report, or use the
Save as
function, which leaves the existing report intact and creates a new report with different criteria.
If you want to change the criteria of an existing report, you must change or add at least one field before
Save
becomes available. Selecting
Save
for an existing report overwrites the previous criteria.
After you select the report criteria and run the report, the
REPORT CRITERIA
collapsible section is minimized to allow you to view your report results. To change the report criteria and generate a new report, click the heading of the
REPORT CRITERIA
collapsible section to expand it.
You can share reports with other users. When you share a personal report, the report is linked to you as the report creator. If you edit the report criteria, the report is changed for all users you shared the report with.
Shared reports are linked to you as the report creator. Any changes you make are changed for all users with whom the report is shared. Sharing a report does not transfer ownership of reports. However, sharing a report ensures that the report remains usable by others.
Even if the account for the user who shared the report is deactivated, the report will still be available.
Select
Reports > Report List
from the left navigation.
Select the three small dots icon to the far right of the report you want to share.
The Select User window opens. Check the checkboxes next to the names of the users with whom you want to share the report.
Click
Save
. Tracker displays a confirmation message when the report is shared.
See who a report is shared with
If you have shared or linked reports with other users, you can always check Tracker to see what reports you've shared with who, and when those reports were last run.
Select
Reports > Report List
from the left navigation.
Select the three small dots iconto the far right of the report.
The Select User window opens. Checkboxes next to the names of the user or users with whom the report is shared are checked. Clear the checkboxes next to the names of the users with whom you no longer want to share the report.
Select
Reports > Report List
from the left navigation.
Select the three small dots iconto the far right of the report you want to stop sharing.
The Select User window opens. Checkboxes next to the names of the user or users with whom the report is shared are checked. Clear the checkboxes next to the names of the users with whom you no longer want to share the report.
Saving report results after the report is run is different from saving the report criteria. To save report results, the report must be exported. Report results can be exported to the following formats:
Format | Description |
CSV | The Comma Separated Value format is a list of unformatted data. If you select this format, you can open the file in a spreadsheet program(such as Microsoft Excel) or a database program (such as Microsoft Access) and each field will be in its own column. You must format the data yourself. |
EXCEL | If you select this format, Tracker creates a formatted Microsoft Excel spreadsheet. You can choose either .xls or .xlsx. |
XML |
This is the Extensible Markup Language format. XML is used to format data for sharing and delivery over the Internet.
|
PDF |
This is the Adobe Portable Document Format. If you select this option, Tracker creates a PDF document that cannot be edited. You can determine the font size of your PDF output along with any selected header and/or footer information, including report name, page numbering and dates.
For the best formatting results, select no more than 10 columns.
|