How to customize your own report from the report builder?

Objectives

• Customize your own report

Environment

• Reports Module

Procedure

In App4Legal, you can customize your own reports from the report builder in the Reports module. 

The report builder allows you to build your own customized reports and select the content as desired.

 You can select among a pool of items to add to the report.

•  The order of the columns is adjustable.
•  The customized report can be saved under any name and run at a timely manner.
•  All reports can be exported to Excel or PDF. Moreover, the customized report can be shared among selected team member(s) whenever desired so that they can see the same customized report as well. 
• Building the report is done one time only.
•  Once the report is built it can be run at any time. 
• The report can also be edited, saved as and deleted if needed.