Report Nuggets
Tips on specific data elements
- Reports - Activity Records
- Reports - Addresses
- Reports - Adverse Parties
- Reports - Age
- Reports - Aggregating
- Reports - Assignments
- Reports - Citizenship Status
- Reports - Clickable Case Number Links in Excel Exports
- Reports - Client ID
- Reports - Clinics
- Reports - Contract Term Allocations on Timeslips
- Reports - Custom Fields
- Reports - Date Open Range
- Reports - Documents
- Reports - GIS, Policiation Boundaries, Address Validation
- Reports - Grants/Funding Codes
- Reports - Income, Expense, and Assets on Matters
- Reports - Limit Case Notes to those Entered by User Viewing
- Reports - Limit Results Based on the User Running the Report
- Reports - Limit Results to the Case the Report is Embedded On