Reports Module

Reports Module Overview

The Reports module has three primary functions: Run Reports Delete Reports Schedule Reports View Activity Logs Run Reports Reports are generated from a specific module within AppColl. For example, a...

Creating a Report (w/ Video)

As an example, we’ll create a report that shows all open tasks for you (the owner) that are due in the next 90 days. Go to the Tasks module Select Open/Owned from drop down list under the Save View as Rep...

Editing a Report

Saved reports can be edited and re-saved at will. You can change the filters, the displayed columns, and the column ordering. Here are the steps: Go to the module that was used to create the report. Sele...

Scheduling Reports to Run Automatically (w/ Video)

Reports can be scheduled to run at pre-defined intervals, by following these steps: Go to the Reports module. Click the ‘Manage Report Schedules’ link on the far left. Click on the Add button and the New...

Generating a 30/60/90 Day Docket Report (w/ Video)

This video provides the steps for creating a docketing report for a specific task owner and scheduling the report to email the owner each Monday.

Running Reports and Saving the Results to PDF, CSV,or Email (w/ Video)

This video provides the steps for re-running existing reports and outputting the results to different media types.

Deleting Reports

You can delete previously saved reports directly from the Reports Module. Once you are in the Reports Module, select the desired report from the drop down menu. Once the report runs, you can delete it by clicki...

Tasks in the Daily Docketing Emails

Please Note: These daily docketing reports have been disabled for accounts created since mid 2017. We recommend creating custom docketing reports as explained here, as there is greater flexibility in the data b...

Simplify Creating Reports for Multiple People using the Current User as a Filter

If you have multiple people in your firm or company that need to receive a report with the same information but filtered based on the current user, you can do this easily by specifying the "<current user>...

Making Reports Private

AppColl allows anyone to create and save reports that can be run from a module using a drop-down list in the Change View section of the page. By default, these reports are 'global' and can be viewed and run by ...