Tools, Reports, and Import > Run reports


Run reports

To run reports in the Reports view of Tools, choose a category, select a report, and click Open in the Taskbar. Or simply click the report's icon at the left, or double-click the report.

Filter the report

Depending on the report, you might be prompted to filter which items the report should cover—by date range, to date, firm member, file, or bill.

Results

Sort, print, or save the report. (The PDF controls provided for navigating the report depend on your particular browser.)

Printing an appointment list

Click Print in a Calendar view, or in the Appointments view of a file, to print a list of the appointments currently shown.

Related Topics

General Receipt Report

Expenses in Date Range Report

Referral Report

Time, Billing and Collections Report

Settlement Statement

Files by Selected Status