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Create Firm Reports

Firm System Administrators can create Firm reports, which all users with report permissions can access. It may be helpful to create Firm 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.

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This topic discusses saving and sharing reports. In this context, "reports" refers only to the framework of report criteria and not to any results that are returned when a user runs a report. To save and share the results of a report, you must export it and save it as a separate file.

Glossary

Term	Description
Firm Reports	Firm reports are created by Firm System Administrators and are available to all firm users with report access. Because Firm reports are linked, when the report creator edits the criteria, the changes are reflected in every user's report. Unless you are a Firm System Administrator, you cannot share Firm reports with other users. For ease of access, you can link Firm reports to your My Reports list.
Linked Reports	Linked reports are linked to the report creator. This means that if the report creator changes the report criteria, then the changes are reflected in other users' linked report. For example, if Jane creates a report and shares it with you, that report appears in your My Reports list and is noted as Linked . If Jane adds a filter to the report, the filter is included the next time you run the linked report. If you do not want your reports to change when the report creator makes changes to the report criteria, save the linked report as your personal report.
My Reports	Your My Reports list contains your personal reports, reports that others have shared with you, and Firm reports that you have linked to your My Reports list. The My Reports list functions as a list of favorite or frequently run reports.
Personal Reports	Personal reports are those that you create yourself. You can always edit your own personal reports. You can share personal reports with other users. When you share a personal report, any changes you make to the criteria is reflected in those users' linked reports.
Sharing Reports	You can share saved reports with other users so that they can run a report using the exact same criteria. Shared reports are listed in the user's My Reports list for easy access. When you share a report, it is linked to the report creator. If you edit a report that you shared with others, Tracker notifies you that the changes will be transmitted to all users that have links to the report.
Saving Reports	You can save report criteria for future use. If you edit the criteria of an existing report and save it, then you overwrite the report criteria for the existing report. If it is a linked report, the changes will be transmitted to all users that have links to the report. You also have the option to edit existing reports (whether linked or shared, firm or Tracker pre-configured) and use the Save Report As function to create a new report. When you use the Save Report As function, you create a new personal report that is not linked to any other user.

Overview

When you create a Firm 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, then those matters are listed in the report but they do not have a clickable link for accessing 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 Firm System Administrators can create or edit the master Firm reports. Firm reports are linked so, if the report criteria changes, all users will see the updated report. Users can also link the Firm reports to their My Reports list so that they can access frequently-run reports from the same page.

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Other Firm System Administrators can edit Firm reports that you created. If a report is edited, the name of the last person to edit the report as well as the date the edits were saved displays in the Creator/Editor
column in the Reports List.