When the Customize Reports option is launched, you can select which reports to display on the Reports pane of the Matter Manager. You can also update the default report definition for each report.

To open the Customize Reports window, click the button. Any client-based reports can be selected. Reports are listed in name order. Click in the leftmost column to add a report to the Reports pane (a is displayed next to reports included on the pane). To remove a report from the Reports pane, click the next to the report.

Click the OK button to apply the current selections.

Click the Cancel button to close the Customize Reports window without applying any changes.

Click the Report Definition button to open the associated report window, which allows you to:

• View the default report options.
• Change the default report options.
• Change the options for the current report only
• Load a different report definition.
• Save a report definition.

See also:

Which Options are Used For Reports?