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This article applies to:

  • Product: Westlaw Edge Canada
  • Subject: Reports

Create custom reports

You can create customized reports to meet the tracking needs of your organization.
  1. Open the Westlaw Reporting System.
  2. Select
    Customize Report Formats
     from the main menu dropdown and then select
    Go
    .
  3. Select
    New
     on the View Selected Report Format page.
  4. Enter a name for the new report.
  5. Select
    Summary
     or
    Detail
     for the report type.
  6. Go to
    Sort Options
     to set how the report data will be sorted. Mark 
    Yes
     if you want that field to display subtotal amounts.
  7. Go to
    User-Related Fields
     to select the user information that you want displayed in the report.
  8. Go to
    Display Report Totals
     and mark
    Yes
     if you want the report to calculate total amounts.
  9. Go to
    Display Column Headers
     and mark the checkbox
    Yes
     if you want to include column headers in downloaded reports that use the delimited or spreadsheet format.
  10. Go to
    Select Fields
     and select the fields you want to include in the report.
  11. Select
    Submit
    .