On-Demand Exports & Scheduled Periodic Reports

The Reports module powers both instant filtered exports and hands-free scheduled reports delivered automatically to managing partners.

1. Quick Criteria Report Generator

1. Navigate to Reports.
2. (2) In Quick Criteria Report Generator, pick the Report Domain (Cases & Docket, Tasks & Deadlines, Activities, Invoices), optionally filter by Client or Associate, enter Date From / To, choose Excel (.xlsx) or PDF, and click Download.

2. Scheduling Automated Periodic Reports

1. (1) Click + Add Periodic Report.
2. (1) Provide a Report Name, select Report Type, Frequency (Daily, Weekly, Monthly), Date Range, and Output Format.
3. (2) Enter recipient email addresses under Recipient Email and click Save Periodic Report.