Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

Workflow Automation

Corporate Legal & Claims

Governance, Risk & Compliance

Human Resources Compliance

Creating a New Report

Last updated
Save as PDF

When you open the LRW tool, you are automatically taken to select the Matter Type (Step 1). Options must be selected in this stage and at the Matter Display Selection screen (Step 2) for Report Writer to function. Detailed information about each step and option is listed below:

Step 1: Select Matter Type
Step 2: Select Matter Display Information
Step 3: Select Matter Criteria
- Search Criteria Rules
Step 4: Select Sorting Fields
Step 5: Select Report Options
Step 6: Quick Preview
Step 7: Full Report
Step 8: Optional Functions
- Report Templates
- Saving Report to Folder
Making Changes in Previous Steps

Note: Users can click the Refresh symbol refresh icon in the top right corner of the step screen at any point to reset all checkboxes and entry fields to blank.