Quick Links
Personal Reports
All Standard Reports
All Standard & Custom Reports
Notes
There are three types of Report-views that you could see in LEX247, depending on what type of access you have.
Personal Reports
Access to Time Records and Expense Reports only.
- Users with no 'Reporting'-right.
- Users who are not Client or Case Managers.
The Reports-view will look like this.
When generating these reports, the User will only see records that they have registered.
All Standard Reports
Access to Billing Reports and General Reports.
- Users with no 'Reporting'-right.
- Users who are either Client or Case Managers.
The Reports-view will look like this.
When generating these reports, the User will only see records of Clients and Cases that they are responsible for.
All Standard & Custom Reports
Access to Billing Reports, General Reports, Custom Reports, and Bankruptcy Reports.
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- Users with 'Reporting'-right.
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The Reports-view will look like this.
Notes:
1. As a User with 'Reporting'-right, if your tenant does not have the Bankruptcy module, you will then not see the Bankruptcy-related custom reports.