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
:

Select

Reports
Create report

Select a report under Tailor your template
or Build a report
.

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
.