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This article applies to:

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

Reports | Overview

There are 3 reporting options from the
Reports
 section, delivering key insights into matters, spending, and users.
Tracker offers several options for creating reports that provide important data and insights about your matters, spending, and users. There are 3 reporting options available from the
Reports
 option in the left navigation.
Report option
Details
Report List
Select
Reports
Report list
 in the left navigation to open the Report List. The Report List contains all reports that have been created and that can be re-used, including:
  • My Reports (all): Reports you created and saved. This is a combination of your created reports and reports shared with you.
  • My Reports (created/linked by me): Reports you created and saved.
  • My Reports (shared with me): Reports that another user in your company created and shared with you.
  • [Company name] Reports: Your company's reports.
  • Legal Tracker Pre-configured Reports: These are same reports those listed under the
    Report Engines
     option in the left menu.
  • Other Users Reports: All reports that have been created for the company. This includes reports for users who have been deactivated. This option is available only to Company System Administrators and individual users who have been granted access to other users' reports.
Create Report
Select
Reports
Create Report
 to show all available reports.
  • Build Your Own:
     You can use the Report Builder tool to configure custom reports.
    tip
    You can use this option to build reports that include data from firm custom fields.
  • Pre-configured and Updateable: The reports in this list are similar to Build Your Own reports, but they provide pre-selected fields and filters to get you started.
  • Pre-Configured Only: The reports in this list have certain pre-selected fields that can't be changed.
Report Builder
Selecting
Reports
Report Builder
 in the left navigation takes you to a blank report. You can Build Your Own starting from choosing the data table and adding wanted fields, filters, subtotals, and display options. You can include custom fields.
When you choose a
Build Your Own
 report, it opens the Report Builder tool with no pre-selected fields and filters. The Report Type is pre-selected as a Matters report, which determines which fields and filters are available to select for that report. Different report types can be selected from the
Build Your Own
 dropdown.
Using the Report Builder to create a report provides the most options for returning the exact data you want, in a variety of layouts.

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