Schedule Reports to Run Automatically (w/ Video)

Emailed Reports can be scheduled to run at pre-defined intervals, by following these steps:   Hover over the Reports module and select ‘Manage Report Schedules’. Click on the Add button and the New Report Schedule page will open. From the Report drop down, select the report you wish to schedule. From the ‘Send On:’ drop down, select the scheduling c...

Run Reports and Save 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....

How to Create and Save a Basic Report (w/ Video)

This video shows you how to create and save a basic report to be run whenever you wish. This is a matter focused report on all pending non-provisional applications for a specific client....

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

Steps to create a 30, 60, or 90 day docket report in the tasks module: Select "add filters" and select the "Respond By" column. Choose a date range (e.g. next 60 days) and click "add". Filter by task owner (e.g. Alice Black) and click "execute". Save the report as a new file with a descriptive name (e.g. "Alice 60 Day Docket"). To view tasks where A...

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 ...

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. 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 clicking on the trashcan next to the drop down....

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 drop down in the Change View section of the page on the lower left hand side. AppColl will run...

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. Step 1) Create your bucket in Amazon Step 2) Go to the permissions tab as shown below. Step 3) Click "Add account". The canonical ID of AppColl is: 821...

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 ...