Creating Company Reports

Company System Administrators can create Company Reports that all users with report permissions can access. It may be helpful to create Company reports with specific criteria and filters for different people or groups within your law department or company. For example, you could create financial reports for the AP department.
When you create a Company report, every user who has reporting access will be able to run the report. However, the results are filtered according to the user's individual permissions. For example, if a user does not have access to certain matters, those matters will be listed in the report, but they will not be hyperlinked, so the user cannot access the matters. Similarly, if a user does not have access to invoices on certain matters, and the report includes spending information, then the spending information will be blank for those matters.
Only Company System Administrators can create or edit the master Company reports. Company reports are linked, so if report criteria changes, all users will see the updated report. Users can also link the Company reports to their My Reports list, so that they can access frequently-run reports from the same page.
Note that other Company System Administrators can edit Company reports that you created. If a report is edited, the name of the last person to edit the report, as well as the date is was saved, appears in the far-right column in the Reports List.

Creating Company Reports

To create a company report:
  1. Create or edit an existing report.
  2. Click
    Save Report As
    .
  3. Give the report a descriptive name. Remember that the report name appears in the Reports List. If you create different categories of reports, consider using consistent prefixes so that users can sort the list alphabetically by report name and have similar reports grouped together.
  4. Select the
    Company Report
    option.
  5. Add a report description if you wish. This appears in the
    Reports List
    under
    Comment
    .
  6. Click
    Save & Close
    .