Reporting - Overview

Modified on Tue, 24 Jan, 2023 at 6:45 PM

This article describes Actionstep's reporting. Actionstep has many pre-built reports that cover Matters, Billing Accounting and Trust Accounting.

You can access these reports by going to Reports in the main menu and clicking on one of the reporting options. 




You can then filter by type of report at the top of the screen to see all reports or just reports for a certain category. 





You can favourite reports by clicking on the star next to them. This not only moves them to the top of the report list but also lets you access them directly from the menu without having to hunt for them. 


Report Features


Please note that none of the reports in this Report section in Actionstep are customizable. These reports are built-in and any requests for changes are product feature requests that can be submitted by creating a support ticket. 


Saving Searches

Each report in Actionstep allows you to save the report's configuration. For example, you run the same report every month and you don't want to have to choose the same basic/advanced settings each time. 


You can save the configuration so you no longer have to re-create the same report. You can do this by setting out all the options of the report that you want and then clicking on the save current configuration button.



You can then give the configuration a name and select which system roles can view the configuration and set other settings and click save. The saved configuration will then be saved in shared configurations. 




You can click on the bin next to the configuration name to delete a configuration. 




Every report in Actionstep has the following output options.


Option Description

On screen (HTML) 

This option displays the report results on your current screen


This option launches a print dialog from a PDF version of the report. To download as PDF, select Save as PDF in the Print > Destination dropdown on the print dialog screen.

MS Excel 

This option downloads an xlsx, MS Excel, file to your computer. This is a great option to perform further calculations in a spreadsheet format.


NOTE: Please note that all XLS files are pre-formatted reports NOT data dumps. To perform calculations some editing of the file may be required. If your preference would be fora non-formatted XLS file then please raise a product feature request with support. 


Save XLSX file to a matter 

After you have selected to run the report in MS Excel you can choose to save the XLSX file directly to a matter using this button. 



Save PDF file to a matter

After you have selected to run the report in PDF you can choose to save the PDF directly to a matter using this button. 



TIP: Sometimes the PDF viewer will display over this option on your screen, to see the option to save to a matter close the preview screen. 



The beauty of being able to save XLS and PDF copies of the reports to a matter means it is very easy to create a reporting matter for your management reports and file these reports into a monthly folder for review. 




Every in-built report has permissions which means an administrator can control who can view reports for more information on this please see Report Permissions.

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