Overview of Reports Builder in Lawcus

Reports stand out as indispensable tools, offering insights from your system to guide informed decision-making and keep you on top of your tasks. However, there are instances where predefined reports may fall short, failing to deliver the precise data you need. This is where Reports Builder comes into play, providing a tailored solution to meet your unique requirements.

Creating Custom Reports from Scratch

Note: Ensure you're using the latest interface for Reports Builder.

To access the New Reports UI:

Navigate to the Dashboard in the sidebar menu.
Choose the Reports tab and toggle on the "New Reports UI" option.

To initiate a New Custom Report from scratch:

Click the "+Report" button to start.
Select the "Start from Scratch" option.
Provide a name and description for the report. Put the Name and Description in such a manner that it will help you and other stakeholders identify and understand the custom report at a later stage.
Select Report Type: Based on your classification requirement, select the appropriate report type, such as matter reports, client reports, contact reports, etc.
Select Columns: Choose the columns you want to include in the report.
Refine Column Details: Once you select the columns, you will notice them appear in the following format. You can refine your report by putting appropriate filters for each column. To filter and refine your report,
1. Customize column names using the "Alias" option. You can put a name that meets your firm’s standard nomenclature or naming conventions.
2. Utilize operators and search text to filter results based on specific criteria. For example, if you want the report to be based on a specific client or attorney, you can filter the data accordingly. Also, if you wish the numbers to be in a certain range, you can do that.

Note: For text search, use "Contains," "Equals," "Starts With," "Ends With," and "Not Contain." For dropdown lists, use "Is" and "Is Not." For numbers, use "=," "!=", ">", ">=", "<," and "<=" to narrow down your results on the report.

7. Further Design Your Report: Add Grouping, Sorting, and Aggregation to enhance the report's structure. Note that the additional design is possible only for the columns you selected earlier. Pay attention to the following options:

Grouping: Group data based on selected columns. Click on the “Group” field to select the grouping based on the available columns you selected earlier. Add more grouping by clicking on "+ Add More" if required.

Note: You can pre-define the visualization by selecting “Expand All” or “Collapse All.”
Sorting: Apply the Ascending or Descending sorting based on the columns selected earlier.

Note: You can apply more sorting to your custom report. The sorting will work in the order selected while building the report.
Aggregations: Aggregate numerical data for a comprehensive overview.
Note: To remove/delete any Grouping, Sorting, or Aggregation, click on the Bin Button "Remove All" next to the field.

8. Click "Save & Run" to access the customized report.

9. Now, you can access the custom report with the data in a new window, and like other reports, you can also export and review the data as you want.

10. Your Custom Report will now be part of your set of reports; you can access them under the “Custom” tab of the Reports section.

Customize Report Settings: Before clicking on “Save & Run” or “Update & Run,” you can also customize your report settings to enhance efficiency further;

Favorite Report: Make the report a favorite for easy access. Click on the “Make Favorite” option under settings or click on the “Star” button from the reports window after hovering on the designated report.
Click on “Save & Run” or “Update & Run” to proceed.

Note: To build a custom report from an Existing Custom Report, select the custom report based on which you want to build the new report and click on the "Save As New" option to proceed. Put a title & description to the report as well.

Note: In the future, the Report Builder will only be available for the Elite Plan.

Note: Report Builder access is limited to users who have been granted access under the "Roles and Permission" of the "Manage Organization" section. It is also to be noted that even if you have been granted report builder access and you don't possess access to financial data or contacts, you cannot build a report based on financial information or contact information. For example, you have access to contact information, but at the same time, you don't possess access to all invoices. In this scenario, you can build a report based on Contacts and not based on Invoices. For access, please get in touch with your internal admin user to get the relevant access you need.

Update Existing Custom Report: To update an existing custom report;

Open the Custom Report you wish to update.
Click on the “Edit” button and make changes.
Finally, click on "Update & Run” button to proceed.

Deleting Custom Reports: Deleting a report is a straightforward process:

Hover over the report and click the ellipsis button.
Click "Delete" and confirm by selecting "Yes."

Reports Builder in Lawcus offers unparalleled flexibility, ensuring you extract precisely the information you need for strategic decision-making. Mastering the customization process empowers you to streamline your workflow and stay ahead of your legal practice's evolving demands.