Article ID: 6405

Creating, Changing, or Removing a Custom Report Layout


Creating a New Custom Report Layout

Take the following steps to create a new custom report layout:

  1. Click Reports and select Productivity and Custom Reports to open the Custom Reports window.
  2. Click the Add button to open the Custom Report - Layout window.
  3. Enter the following information:
    • Report Layout Name- This is the name of the report used in PCLaw's template selection list
    • Report Title- This is the title of the report
  4. Select how you want to group the fields on the custom report from the following drop-down lists:
    • First By
    • Then By
    • Display Width
    • Display Nickname or Display Full Name
  5. Click Next to open the Custom Report - Report Columns window to begin Adding, Changing, or Removing Data Fields.
  6. Click the Move Up or Move Down buttons to sort the appearance order of your Data Fields when you run the report.
  7. Click Next to open the Custom Report - Summary Totals window.
  8. Select the following sections to display them on your report:
    NOTE: You can change the section names by changing the corresponding name in the Title on Report fields.
    • Summary by Resp Lawyer by Assigned Lawyer
    • Summary by Resp Lawyer
    • Summary by Assigned Lawyer
    • Total
  9. Click Finish to save your custom report.
    NOTE: PCLaw runs your custom report immediately after you save your changes.

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Changing an Existing Custom Report Layout

Take the following steps to change a custom report layout:

  1. Click Reports and select Productivity and Custom Reports to open the Custom Reports window.
  2. Click to select the Existing Custom Report Layout in the Report column.
  3. Click the Change button to open the Custom Report - Layout window.
  4. Enter the following information:
    • Report Layout Name- This is the name of the report used in PCLaw's template selection list
    • Report Title- This is the title of the report
  5. Click to select the way you want to group the fields on the custom report from the following drop-down lists:
    • First By
    • Then By
    • Display Width
    • Display Nickname or Display Full Name
  6. Click Next to open the Custom Report - Report Columns window to begin Adding, Changing, or Removing Data Fields.
  7. Click the Move Up or Move Down buttons to sort the appearance order of your Data Fields when you run the report.
  8. Click Next to open the Custom Report - Summary Totals window.
  9. Select the following sections to display them on your report:
    NOTE: You can change the section names by changing the corresponding name in the Title on Report fields.
    • Summary by Resp Lawyer by Assigned Lawyer
    • Summary by Resp Lawyer
    • Summary by Assigned Lawyer
    • Total
  10. Click Finish to save your custom report.
    NOTE: PCLaw runs your custom report immediately after you save your changes.

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Removing a Custom Report Layout

Take the following steps to remove a custom report layout:

  1. Click Reports and select Productivity and Custom Reports to open the Custom Reports window.
  2. Click to select the Existing Custom Report Layout in the Report column.
  3. Click the Remove button to remove the custom report.
  4. Click Yes to confirm that you want to remove the custom report.
  5. Click Close to close the Custom Reports window.

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For additional assistance with Custom Reports, contact a Certified Independent Consultant (CIC).