HOW TO VIEW REQUISITION REPORTS ON SMARTCASE

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

• Search – this is a general search filter.

• File – type 3 characters of the file and it will pop up in the drop down, click on it, search

• Category – select the category in the drop down, click the search button and it will bring the requisition with the files and file numbers they are attached to, the requisitioner’s name, the category and the description, the payout amount, the partner’s name who approved them and the person who paid them out.

• Requisitioner – select the requisitioner’s name in the drop down to view all their requisitions.

• Partner – select a partner’s name in the drop down to view all the requisitions they approved

• Paid by – select the (usually accountants) name in the drop down to view all the requisitions they paid out.

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

• from and to – these are date filters that help you view requisitions that fall within the selected period.

• Just below the search filters shows the number of requisitions from your search, an export to excel button in case you want to further manipulate your report and the total payout amount on the requisitions.

View a video on Requisition Reports clich here.