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This article applies to:

  • Product: GoFileRoom

Customize the FirmFlow Reports search area

You can customize the search area on the
FirmFlow Report
 screen to exclude non-applicable fields or adjust the positions of fields.
note
Search area changes are user specific, and will be retained until the user makes further changes.
  1. From the
    FirmFlow Reports
     search screen, select
    Options
    , then
    Set Preferences
    .
  2. In the
    Custom Preferences Popup
     window, use the checkboxes to include or exclude fields in the report results.
    note
    • If you hide (by unmarking the checkboxes) search criteria that have values, they will not be used as search criteria. Only visible criteria will be used in searches.
    • Required fields and those dependent on the required fields are grayed out and therefore not available for customization.
  3. If necessary, re-order the criteria by selecting the up or down arrows to the left of the each column's checkbox.
    note
    The column names shown top-to-bottom represent the left-to-right order on the report results.
  4. Select
    OK
     to save your changes.
    note
    You can restore the application default settings by selecting the
    Reset
     button within the
    Custom Preference Popup
     window.

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