Schedule Reports to Run Automatically

Emailed Reports can be scheduled to run at pre-defined intervals, by following these steps: Go to Reports > Manage Report Schedules. Click the Add button. The New Report Schedule page will open. Begin by selecting the report you wish to schedule from the Report dropdown options. Select from the three options from the Send On dropdown to pick the ...

Run Reports and Save the Results to PDF, CSV, or Email

As a prerequisite to this process you should have a saved report to access from the Select Report dropdown. To learn how to create and run a saved report, click here .  Select the saved report you wish to work with in the appropriate module from the Select Report dropdown. With the report selected, you can choose from the available options. First, c...

How to Create and Save a Basic Report

Create and save reports in the Change View section in any module of AppColl where this feature is available.  For this example, we will create a report in the Tasks module. Go to the Tasks module. Click the Add Filters button. Choose from available columns you wish to filter by clicking on the Column dropdown. Depending on your selection the Include...

Generate a 30/60/90 Day Docket Report

Use the following steps to create a 30, 60, or 90 day docket report in the tasks module: Go to the Tasks module. Click the Add Filters button. Select Respond By from the Column dropdown. Choose a date range (e.g. next 60 days) from the Include Rows Containing dropdown. Click the Add button. Select the Task Owner from the Column dropdown. Select the ...

Advanced Reporting and Charts (AppColl PM Plus)

Please Note: This feature is only available in AppColl Plus.  Click here  for pricing and details on the plus features. The Advance Graphical Reporting feature in AppColl allows you to understand and manage your business more effectively. You can generate customizable line, bar and pie charts aggregating your data in complex ways. For example, you c...

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 being given. Each morning, AppColl sends a daily docketing email to all task owners. The emails show upcoming docketing tasks when their du...

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>" as the value for a filter in the Filters box for columns that are AppColl contacts. When different people login, they will see different re...

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 docketing report is created from the Tasks module. A matter-based report is created from the Matters module, etc. Reports can only be run from the modul...

Make 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 anyone with a login. With multiple users in a system it's possible to create a large number of reports in the drop-down that makes it hard to...

Insert Charts into the Body of an Email

As discussed  in this link , reports can be scheduled to run and emailed to recipients at desired intervals. With the addition of  advanced reporting and charts , such content can also be included in a scheduled report as either PDF attachments or embedded into the body of the email itself as shown below.  The "Insert Image" button shown above adds ...

Delete Reports

You can delete previously saved reports directly from the Reports module. There are two locations from which to delete a report.  Delete a Report from the Select Report Section Go to the Reports module. Click the Trashcan icon next to the report you wish to delete. Click the OK button to confirm.  Delete a Report with the Report Selected. Go to the ...

Edit 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. Select the report you wish to edit from the Select Report dropdown in the Change View section of the page. AppColl will run the report and return the ...

Interpret Activity Logs

AppColl provides activity log reports called 'Account Activity". These reports, which are broken down as date ranges, can be found in the Reports module under the report drop down. These reports show a line-by-line breakdown of everything that occurs in an account where a change is made. For example, modifying a matter would be shown. However, someo...

Schedule AppColl Reports to Amazon S3

Reports can be scheduled and sent to users via  email, FTP and SFTP . Reports can now be sent to Amazon S3 buckets as well. Please note you must have an Amazon AWS account in order to use S3 buckets. Create your bucket in Amazon. Go to the Permissions tab. Click Add account.  The Canonical ID of AppColl is 8219ad5bdfe39a6c6bc7940235ca65482b9de03efc6...

Insert Scheduled Report Content in the Body of an Email

The linked article  explains the step for scheduling a report to be run with the results emailed to the recipient(s) as at attachment (pdf or csv). You are now able to include the contents of the attachment in the body of the email as HTML. For example, a 30 day docketing report does not need to sent as a PDF attachment. But rather the contents can ...

Advanced Reports

AppColl contains a number of Advanced Reports that come standard with IM (Invention Manager) and AppColl PM Plus. In order to access the Advanced Reports hover over the reports module header, and click Reports.  In the left pane, under the Select Report header, you will see a section labeled Advanced Reports. The reports are then categorized by modu...

Use of Affiliated Reports

Many medium to large law firms have two people that own a matter.  There's the working attorney and then there's the ultimate owner.  In AppColl, it’s possible to assign the working attorney to the attorney field and assign the ultimate owner to the partner field.  If you are a partner and you want a docket report with not only what that the working...