Organize your reports so they will be easier for you to locate. An Administrator can create individual or group report categories and place specific reports within them for easier access. Reports can reside in more than one Category. Use caution when deleting reports from a category as it can remove the report altogether.

Create new report category

• Top-menu, My Lawtrac | Application Administration
• Reports
• Report Categories
• Click on Add New Group
• Enter the Name and click Save

Once you have the Category created then you will add reports to it by taking the following steps:

• Top-menu, My Lawtrac | Application Administration
• Reports
• Report Categories
• On the left under Category, click on Ad Hoc
• Middle of the screen, click on Add New Report
• File Name: enter file name such as CUS_18-xxxxxx.cfm
• Name: enter title of report
• Click Save