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Reports

Report list page

The
Report list
 page simplifies searching, customizing, and managing reports.

Filter and search

You can find reports with the filter tabs and the advanced filter panel.
  • Quick filter tabs:
     The tabs display a real-time count of reports and segment the list into the following categories:
    • All reports
    • My reports
    • Created/linked by me
    • Shared with me
    • Company reports
    • Other users' reports
  • Advanced filter panel:
     A slide-out panel lets you refine searches by report category, tags, report type, or specific keyword fields. You can apply or clear filters in bulk. Supported keyword fields include:
    • Report name
    • Report ID
    • User first or family (last) name
    • User email
    • Inactive user status

Column customization and metadata

You can customize the table layout to align with specific reporting workflows:
  • Layout controls:
     You can reorder columns using drag-and-drop actions, arrow buttons, or by moving headers directly in the table. You can configure each column to display as a full column, collapse into a drawer, or be hidden entirely. A
    Reset to default
     option is available to restore the standard layout.
  • Expanded metadata:
     Default columns display key details directly in the list view. This lets you verify status and ownership without opening individual reports. Surfaced metadata includes source, creation date, last run date, schedule, expiration, sharing status, and assigned users.

Inline actions and document creation

You can perform management and creation tasks directly from the list view:
  • Inline row actions:
     Hovering over a row displays
    Run
    ,
    Edit
    , and an overflow menu for secondary actions.
  • Create report button:
     Use
    Create report
     to begin the report creation process directly from this page.
  • Pagination and results:
     Results counts and navigation controls simplify browsing by displaying the current range and total reports.

This article applies to:

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