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Reports setup

Define reporting parameters

You can set up the default features of reports for your organization, including how they are to be formatted, file settings, and whether to enable Report Scheduler. In addition, you can configure headers and footers for exported reports if this feature is enabled for your company.
  1. Go to
    Settings
    , and then
    Reporting
    .
  2. Define these parameters:
    1. CSV delimiter
       - Select the character to use as the delimiter between fields when you export the report as a CSV file.
    2. Number of report rows to be displayed
       - Specify the default number of rows displayed per page when reports are run. This setting applies to all users in the organization. When the number of lines exceeds the number specified, users will see a control that lets them page forward or backward through the report.
    3. Branded headers/footers
       - The default option uses the Thomson Reuters logo in the header and footer. Custom lets you configure report headers and footers. This option displays a new section that includes the ability to upload and position a logo file, and add and format header and footer text. These options to use headers and footers when exporting reports will be available to end users. When using the custom option, you must include the # in front of the hexadecimal value.
    4. Custom header/footer
       - If you select custom headers and footers, you can browse to a file on your computer and position the logo as you want.
    5. Attach report as zip file
       - Use this option if you want reports to be converted to a .zip file when being sent as an attachment.
    6. Maximum file size for email delivery
       - Enter the maximum size of files for delivery by email.
    7. Expiration time for exported reports
       - Enter the number of hours that reports will remain valid when exported.
    8. Enable Report Scheduler
       - Report Scheduler is a service that lets Tracker Coordinators and Company System Administrators automatically run reports and send them as email attachments to designated recipients.
    9. Timezone (Report Scheduler only)
       - Select the time zone for Report Scheduler. The time zone determines when scheduled reports will run.
    10. Maximum file size
       - Select a maximum file size for attachments. This is important for reports that are sent by email because email systems may limit attachment file sizes.
  3. Lastly, save your changes by selecting
    Save & close
    .

This article applies to:

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