Pathfinder - Reports
This content is geared to agencies onboarding with LegalServer. While most of this content is timeless, relevant, and all around useful, not all of it will be applicable if you are currently live with LegalServer.
A report in LegalServer is one way to see various data points as columns, with records (cases, user records, timeslips etc) as rows. This data can be filtered in a variety of ways based on the data in any number of fields. There are also numerous ways to see your information presented in LegalServer. Most organizations use reports to provide required numbers to their funders, but reports can also be used to help manage cases loads, staff and volunteers, and to do data quality monitoring.
Our Reports Manual is required reading for any report builder or site admin. Please, do not proceed until you have at least skimmed the Reports Manual .
Learn it, Live it, Love it- the LegalServer Reports Manual.
Future Reports
At the very beginning of our project together, you will gather critical reports to be built in LegalServer. These reports may be used to verify initial data import, to provide information to funders, to help manage staff's case load and to check for data quality issues. In one of our first meetings, we'll demonstrate the “Future Reports” tool where you will list the reports you need. This will serve as a mutual 'to do' list for the reports that we expect to see on your site. We'll discuss which reports our team will build out, and which ones your team will be responsible to create. Typically, agencies select two staff members to become skilled in creating custom base reports in LegalServer. Those people should attend our free additional trainings and read through our Report Manual. You'll have a chance to review and verify any reports built out by LegalServer staff. We also have a library of sample reports both on your demo site, and on our help site.
Introduction to Editing Reports
The reports module in LegalServer is incredibly powerful, and takes some time to learn. This introduction to editing reports will cover some of the introductory topics you'll need to start customizing your reports.