Take the following steps to create a report and save the specifications for future use:

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 Add on the Report tab of the Report Specifications window to open the Add New Report window.
6. Select Program Level or User Level on the Add New Report window.
   NOTE: Create reports at the Program Level if you want to allow all users access to it. Create reports at the User Level if you only want to allow the current user to allow the current user to use the report.
7. Click OK to return to the Report Specifications window.
8. Enter a name for the report in the Name field of the Report tab.
   NOTE: Select the Billing, Transactions, Staff, Tax, Vendor, Financial, or Setup tab if creating a Standard Report.
9. Click Save on the Report tab.
10. 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.
11. Click Close to exit the Report Specifications window.

Printing to File Using Advanced Report Save
Creating Reports from Lists and Search Results
Creating Reports from the Main Menu
Creating Reports Based on Columns in the Record List