Generate a 30/60/90 Day Docket Report

Learn how to create a 30/60/90 day docket report

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Steps to create a 30, 60, or 90 day docket report in the tasks module:

  1. Select "add filters" and select the "Respond By" column.
  2. Choose a date range (e.g. next 60 days) and click "add".
  3. Filter by task owner (e.g. Alice Black) and click "execute".
  4. Save the report as a new file with a descriptive name (e.g. "Alice 60 Day Docket").
  5. To view tasks where Alice is the attorney, not the owner, edit filters and select "Matter Attorney". Filter by Alice and click "execute".
  6. Save this report as a new file with a different name (e.g. "Alice Attorney Docket").
  7. The reports can be scheduled to run at a desired time.

This video provides the steps for creating a docketing report.