Article ID: 8017

Creating Reports from the Main Menu

Take the following steps to create a report from the main menu:

  1. Click Report on the main menu and select one of the following types of reports to open the Report Specifications window:
    • File - Feature templates, security settings and the Master Audit Log
    • Calendar - Events, ToDo's, Special Dates, and Timetables
    • Database - Contact, Matter, Staff, Groups, and supporting records
    • Mail - Email and Mail records
    • Billing - Billing and Invoicing
    • Standard Reports - Preformatted reports
    • Special Reports - Inactivity Report
  2. Click to highlight the report on the Report tab of the Report Specifications window. NOTE: Select the Billing, Transactions, Staff, Tax, Vendor, Financial, or Setup tab if creating a Standard Report.
  3. Click to highlight the format on the Format tab of the Report Specifications window.
  4. Select other options, filters, and additional selections from the Options, Filters, and Additional tabs of the Report Specifications window.
  5. Click Print.
    NOTE: You can also click Preview to open the Report Preview window and save your report as a PDF, RTF, XLS, or HTML document.
  6. Click Close to exit the Report Specifications window.