Run FirmFlow reports

Follow these steps to run FirmFlow reports in GoFileRoom.

note

You must have the appropriate access permissions to run FirmFlow reports. Contact your firm's administrator for more information.

In GoFileRoom, select Reports
, then FirmFlow Reports
.

If your firm uses multiple drawers for FirmFlow, select a drawer from the Drawer
dropdown.

In the FirmFlow Reports search screen, select criteria for the report. Required fields are maked with asterisks (*).

If you selected in step 2, the criteria you select for the current report is limited to that drawer.

Select the down arrow of any Date field to use a popup calendar to select dates. You can also manually enter dates into the dates fields.

Select Search
to run the report.

Solutions