Creating Reports from Search Results

You can use the Search feature to generate operational reports. Filters and columns help to customize your search results. Then, you can print, export, or save your customized view for reuse.

Click here to view a video on this topic.

Creating an Example Report

In the following scenario, imagine we would like to sort our invoice search results to determine the total billed on matters where Robert Brown is the contact.

1. From the Invoices Search page, perform your search by entering the appropriate search criteria in the Search Invoices field. The Search Results returns 208 invoices. Now, we want to view the amount billed for matters after Jan. 1 2022 where Robert Brown is the Matter Contact.

2. From the Configure Filters (gear) icon in the Filter Your Results area, select Invoice Submit Date and Matter Contact.

   

3. Click Save.
4. Under the Invoice Submit Date section, click the After drop down and make the appropriate selection for the given time frame (e.g. Jan 1, 2022). The search results update based on the search criteria.
5. Under the Matter Contact section, place a check mark next to the appropriate Matter Contact (Robert Brown). The search results update based on the search criteria.
6. Now, to see the total bill, although no column is displayed, perform the following:

   1. Click the Columns drop down and, from the list, select Invoice Billed Amount.

      

   2. Click Save to add the column to the grid.

      You can re-arrange the columns by clicking the column header, then dragging and dropping it to the desired location.

7. Perform one of the following:

8. Printing

   1. From the Invoice Search page, mark the check box next to the invoice(s) to be printed.

      Place a check mark at the top of the column to select all invoices in the search results

      The Print (printer) icon displays to the right of the screen.

      

   2. Select Print Report from the Print Results drop down list. The Printable Invoice window displays.
   3. Click Print in the upper right corner of the Printable Invoice window.
   4. Select the appropriate print options and click Save.

9. Exporting

   1. From the Invoice Search page, place a check mark in the check box next to the invoice(s) to be printed.

      Place a check mark at the top of the column to select all invoices in the search results

      The Print (printer) icon displays to the right of the screen.

      

   2. Click the Export Results drop down, and from the list, select:

      Export Summary

      1. Click the Open file link (bottom left-hand corner of screen) associated with the searchResults.csv report.

         The searchResults.csv report opens.

      2. Perform actions in the report as applicable.
      3. Click Save / Close.