Creating and Customizing Reports

Create a reusable report by choosing its record type, settings, filters, and columns in the Report Viewer.

Step 1: Create a Report

1. Navigate to the Reports section.
2. Click Create at the top right.
3. Select Create Claim Report, Create Lead Report, Create Contact Report, or Create Company Report.

Step 2: Configure the Report

The Report Viewer opens the Report Settings dialog first.

1. Enter a required Report Title and an optional description.
2. Choose who can use the report under Permissions.
3. Choose a Default Sort, then click Apply.
4. Use the filter panel on the left to narrow the records. You can configure filters directly or expand Saved Filters to reuse one you already created.
5. Click Fields. Select the standard, custom, or related fields to include, then drag the selected fields into the required column order and click Apply.

Step 3: Generate and Export

The main area displays a live table of the records that match the current configuration.

• Review: Check the visible records, filters, and column order.
• Revise settings: Click Settings to change the title, description, permissions, or default sort.
• Save: Click Save to add the report to the Reports list or keep changes to an existing report.
• Export: Click Export to Excel to download the current report data.

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.