AdvoLogix Matter Management

Viewing a Report

Updated Nov 05, 2020

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. You must have “Read” permission on the records included in your reports; otherwise, when you run them, they may be missing data or appear blank.

Reports Tab

Reports TAB

Reports can be viewed from the Reports Tab

Reports and Dashboards List View/Creation initiation page

Reports and Dashboards List View / Creation initiation page

From this page, you can:

  1. Search for reports.
  2. Select or create a folder.
    • The Folder drop-down list includes all report folders you can access.
  3. Click the View drop-down to sort between. 
    • All Items
    • Recently Viewed
    • Items I'm Following
    • Items I Created
  4. Click the Type drop-down to sort between:
    • Reports
    • Dashboards
  5. Click New Report to begin a new report. Click New Dashboard to begin a new dashboard.
  6. Click a report name to run the report.
  7. Click Edit next to a report to customize it. Click Delete to remove from folder and place in Recycling Bin. 

Report Detail

Report Detail
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