Reports - Customizing Reports
The Matters Tab
- Limiting the Report by Lawyer or Type of Law
- Limiting the Report by Matter Status
- Limiting the Report to Selected Matters or Clients
- Matters Tab Overview
The Layout Tab
Report Options
- Sort By Options
- Report Output Options
- Reports that Download in Excel 97 Format
- View Transaction Details on a Report
Customizing Report Layouts
- Customizing PCLaw Reports
- Adding Data Fields to a Custom Report
- Adding Formula Fields to a Custom Report
- Changing Data Fields on a Custom Report
- Changing Report Field and Column Properties
- Changing the Report Font Does Not Change the Font on the Reports
- Creating, Changing, or Removing a Custom Report Layout
- Removing Data Fields on a Custom Report
- Running a Custom Report
