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Reports

Use Simple Search when creating reports

When creating a report, you can use
Simple Search
 to show the most frequently used fields for that report type.
Simple Search
 reduces the number of available fields when building reports to simplify the complexity of field selection.
note
The most frequently used fields are defined by usage across the entire Legal Tracker user base. As an example, the Matters report contains around 40,000 fields. When
Simple Search
 is turned on, this list is reduced to around 1,000 fields.
Do the following to turn on
Simple Search
:
  1. Select
    Reports
    Create report
    .
  2. Select a report under
    Tailor your template
     or
    Build a report
    .
  3. Turn the
    Simple Search
     switch on.
note
  • When
    Simple Search
     is on, only the most frequently used fields for the report type will show.
  • When
    Simple Search
     is off, all existing report fields for the respective report category are available. Legal Tracker will remember the user preference, and so to the option will remain turned off until the user turns it on.
  • Simple Search
     is added at the company level, meaning once it's activated, the option will be available for all company users.
  • Favorite field
     functionality remains available. It's not affected by
    Simple Search
    .

This article applies to:

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

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