You can create custom reports for any type of legal information stored in Legisway Essentials. To start, click on the “Reports” icon in the top right corner of the screen.
You can create custom reports for any module that your license offers. Nowadays users can produce a report for their entities, a theme or specific dossier types within a theme. Click on any option to generate a report.
Here you have an overview of your data. You can limit the results by the tab or the page.
You can also add additional fields as new columns.
Adding more entity information, such as Editor, Group Company, Counterparty, Department, and Business owner, is slightly different.
By clicking on the settings, you can select information on the specific entity: in this case, the country of the group company.
If you want, you can even drag and drop the columns to change their order.
You can also filter the report to include specific results only.
To create a visual report, click the chart icon and select the data you want to display.
You can edit the chart to the desired format, and then expport it to PDF when you’re done.
You can share the report as a Word, Excel or PDF document, or you can print it. Find the Share icon on the upper right corner.
Once you’re done, you can save the report to quickly access it, again in the future, by clicking on the Save icon on the top right corner. This save button is available to both editors and administrators to create personal reports. Any report saved through this option, will strictly be visible to the user who has created it.
However, the save as default button, is only visible to administrators and always you to create a standard report that is visible to every user. Once a default report has been set, you are able to update it periodically when needed. By periodically, we mean that you can update the default reporting as often as necessary. This feature is used to set monthly reporting across the entire organisation. Return to reset setting if you would like to undo the changes made to the default report.