Request custom reports for GoFileRoom from Technical Services

Technical Services may be able to help with a custom report when your firm is looking for a report that is not part of the standard options within GoFileRoom.
When considering a custom report, your firm will need to define the time period needed, the fields and data type to display, any conditions in which data should be included or excluded (such as users or clients) as well as the amount of data that will be retrieved.
The report will be delivered in Excel format when completed.
The following are a few examples of a custom report.
  • Auditing report for staff’s activities with documents within GoFileRoom
  • Workflow notes needed from specific workflows within a selected period of time
  • List of files saved locally but not saved in GoFileRoom
Technical Services can't build reports into the GoFileRoom program and can't provide recurring reports.
The following steps are the phases you will go through as part of the custom report service.
  1. Request submitted to Technical Services and reviewed for feasibility and pricing. Your firm will compile the information described previous and submit it to your Account Representative. Technical Services will verify that the report is possible and determine cost based on the type and amount of data needed in the request. Your firm will receive a contract to review and approve.
  2. The contract is approved and submitted to Technical Services.
  3. The report is built and delivered to your firm. After receiving your signed contract, Technical Services will create your report and deliver the Excel file within one week.

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