HOW TO VIEW FILES REPORT ON SMARTCASE

• Click the “reports” module on the home page at the side bar then click files. Within the files page there are search filters to help you get the information you require on your report;

• Search – this is a general search filter.

• Practice area – select a particular practice area in the drop down to view all the files under it.

• File category – select a particular file category in the drop down to view all the files under it

• Client – select a particular client in the drop down to view all their files.

• Partner – select a particular partners name in the drop down to view all the files they worked on and working on.

• Officer – select a particular officers name to view all the files they are working on or worked on.

• Court – select a particular court in the drop down to view all the files under it.

• Status – select a status in the drop down to view all files attached to it.

• Date opened from and to – these are date filters that help you view file files of a given time stamp starting from the latest to the oldest.

• Financial status – these are filters to show which files have money on them and which ones don’t. To view files that have money, check the “In positive” box, to view the ones that don’t have check the “In negative” box, to view all of them check “All”. But you can only check one at a time.

Below the financial filter shows the number of files on the list every time you use a certain search filter and an export to excel button in case you want to further exploit your results.

View a video on File Report clich here.