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Reports setup

Access to reports

Your system role and matter role determine your level of access to reports and certain information within a report.
Company System Administrators can limit a user's system access to reporting only. If your access is restricted, you may be able to see 1 or all of the following types of reports:
  • Spending Reports
     - Total Spending and Invoices reports (against matters in the designated practice group or organizational unit).
  • Budgeting Reports
     - Actual-to-Budget report and Budget Details export (against matters in the designated practice group or organizational unit).
  • All Other Reports
     - All remaining reports (against matters in the designated practice group or organizational unit).

Example

A law department wants to give access to spending reports to the business manager of a subsidiary firm, but the manager is not a member of the legal team, and therefore should not have access to status information or other potentially privileged matter information. In this case, the manager is given report-only access to spending reports.
Report-only access applies to all matters a user can access, not to individual matters. Therefore, be cautious when limiting the reporting access of members of the legal team who may be managing work in the system. If you limit a user's reporting access, regardless of matter role (for example, Lead Company Person), that user will only be able to run the kinds of reports that you have specified.
In addition, a Company System Administrator can limit the user's access to invoice attachments.

Managing other users' reports

System administrators and other users who have been granted access can edit other users' reports, including those who are no longer with your company.
To manage other users' reports:
  1. Select
    Reports > Report List
    .
  2. And now select
    Other Users Reports
    .

Matter - Notes Report

If a user needs to have report access without being able to access the matter notes, specify the following on the user's administrative profile (
Users > User List
):
  • Access Authority
     - Select
    Report Access Only
    .
  • Restrict this User's Access to Reports?
     - Select
    Yes
    .
  • Report Access Security
     - Unselect this for
    All Other Reports
    .

This article applies to:

  • Product: Legal Tracker
  • Subject: Reports
  • Audiences: Company