Reports

Report Fundamentals

• Reports Depending on User Access Rights
• List of all Report Filters

Saving & Sharing

• How do I Activate a Deactivated Custom Report?
• How do I Deactivate a Custom Report?
• How do I Update a Saved Report?
• How do I Delete a Saved Report?
• How do I Share a Saved Report?
• How do I Share a Report?

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Billing Reports

• Case Balance Summary
• Outstanding Invoices
• Invoice History
• Invoiced per Lawyer
• Invoiced per Lawyer - Detailed
• Invoiced per Lawyer - Group by Client / Case

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General Reports

• Case Request
• New Clients
• New Cases
• Ongoing Cases
• Closed Cases
• Expenses

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