Creating and Customizing Reports

Creating a report is a straightforward process that gives you full control over the data you want to present.

Step 1: Create a Report

1. Navigate to the Reports section.
2. Click the + button at the top right.
3. Select the type of report you want to create:
   • Create Claim Report
   • Create Lead Report
   • Create Contact Report
   • Create Company Report

Step 2: Configure the Report

You will be taken to the Report Builder page, where you can configure the report’s content and layout.

1. Title: Give your report a descriptive title.
2. Filter: This is the most important step. Select one of your Saved Filters from the dropdown menu. The data in your report will be based entirely on the criteria of this filter.
3. Permissions: (Optional) Set which users or user roles can view and run this report.
4. Sort: Choose a primary field to sort the report data by (e.g., sort claims by Claim Number).
5. Fields: Select the checkboxes for each data field you want to include as a column in your report. You can choose from any standard or custom field associated with the record type.

Step 3: Generate and Export

Once you have configured the report, a live preview will be generated in the main window.

• Review: Check the preview to ensure the report contains the correct data and columns.
• Export: Click the Export button to download the report as a PDF file.
• Save: Click Save to save this report configuration. It will now appear in your main Reports list, ready to be run again at any time.

Excluding Confidential Information

When selecting your report fields, you can choose to include or exclude confidential activities and tasks. This allows you to create versions of a report suitable for different audiences, such as an internal version with all notes and an external version for an attorney that omits sensitive information.