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Custom Report Designer


What is the Custom Report Designer

 

The Custom Report Designer (CRD) is a LegalHold feature with a powerful report builder that collects data from modules. You can customize each report in a simple and intuitive environment, send reports by email and store them in an FTP server. CRD lets non-technical staff generate reports, decreasing costs related to business intelligence implementation.

CRD consists of the following steps:

Create a New Configuration Record: In this step, you configure which tables you want to add to the report. You can also select a subset of fields from a table.

Configure Email Details: In this step, you configure a distribution list to send an email that contains the report as a CSV file.

Configure FTP Details: In this step, you configure an FTP server to store the CSV file that contains the report.

Configure Schedule Details: In this step, you configure the report to be created periodically and to send the report to an email distribution list or/and store it in an FTP server.

You can configure a new configuration record, skip any portion of the configuration if you don't have all the configuration information available, and get back later.

The scheduled task sends an email to a distribution list or stores the CSV file in an FTP server. This means that you only need to configure Email Details or FTP Details to complete the configuration. Configuring both Email Details and FTP Details is optional.

Custom Report Designer User Interface

 

To access CRD, click on System Settings > Custom Report Designer.

CRD contains all configuration records. You can sort the files by Configuration Name (configuration record filename) or by date.

The CRD user interface is divided into the following sections:

Create a New Configuration Record

 

 

 

Configure Email Details

If you wish not to proceed, click on Skip, otherwise, follow these instructions to send reports as CSV files by email. 


 

 

Configure FTP Details

If you wish not to proceed, click on Skip, otherwise, follow these instructions to set up an FTP server. 

 

Configure Schedule Details

If you wish not to proceed, click on Skip, otherwise, follow these instructions to configure a schedule for the reports. 

Prerequisites

You need to configure Email Details or FTP Details.

 

Follow these instructions to set up a scheduled task. 

 

Edit a Configuration File

Follow these instructions to edit a configuration file. 

 

Delete a Configuration File

 

Follow these instructions to delete a configuration file. 

 







 

Custom Report Designer

The Custom Report Designer lets you run configuration files based on a schedule. Follow these instructions to set up the export configuration tasks.



 

 

 

Contents of the CSV File

The CSV file contains all the records configured in Create a New Configuration Record, as illustrated in the image.


Available Tables in the Custom Report Designer

This is the list of all available tables and fields in the Custom Report Designer:

 

Table

Matters

Fields

Matter Name

Matter ID

Matter Type

Outside Ecounsel

Description

Primary Internal Contact


 

Table

Notice

Fields

Displayed

From Email

Notice Name

Reply to Email

Subject

Enabled Reminder

Is Modified

First Sent

Enabled Questionnaries

Preservation Notice

Enable Notice Approval

Notice Approved 

Sent By


 

Table

LegalHold

Fields

Name

Number

Open Date

Priority

Status

 

 

Table 

People

Fields

Email

Employee ID

Start Date

End Date

Job Title

Phone

Manager

Status

Organization

Department

Silent Custodian

Address

Country

City

State

ZipCode

SSO Enabled

Termination Date

Early Termination

Manager ID



 

Table

Preservation Notice

Fields

From Email

Reply to Email

Preservation Name

Subject 

First Sent

Status

 

Available Filters in the Custom Report Designer

You can apply different filters to the configuration files. The filters depend on the fields selected. See the following list of filters:

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