Creating a New Report

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  in the top right corner of the step screen at any point to reset all checkboxes and entry fields to blank.