Reporting Overview

Actionstep includes many pre-built reports that help you explore the matters, billing, accounting, and trust accounting areas of your Actionstep system.

Getting to Know the Reports List

• To access Actionstep reports, click Reports in the main menu and select one of the report categories.

A. Use the Filters and Search all reports box to narrow the list of reports to the specific category or report name you're interested in viewing or generating. 

B. Hover over a report name to view details about the report. Click a report name to start generating the report.

C. Available reports for the report category are listed in groups. 

D. If you frequently generate the same report, click the star icon to add it to the Favorites list. This also adds the report directly to the Reports menu (under its specific category).

Report Features

When you select a report to generate, you're presented with options for how you want the report to look as well as what data you want included in it. The options available vary based on the report you selected. This article doesn't cover report-specific configurations, but it does cover global options available for generating reports in general.

Configurations 

In some instances, once you set up your report, you can save your configuration so you can reuse it the next time you generate the same report. You can also reset the configuration to its default state or select a configuration you've previously used. 

To save your report configuration:

1. In Actionstep, go to Reports > [select a report category] and click the name of the report you want to generate. A page for the report appears.
2. Using the report-specific options, choose how you want the report to be built, including selecting the type of data you want included in the report. 
3. Once your configuration is complete, click Create new (in the Saved Configurations panel). Additional fields appear in both the form as well as the Saved Configurations panel. 
4. Specify your options and click Save configuration. The configuration is added to the panel. 

To use an existing report configuration:

1. In Actionstep, go to Reports > [select a report category] and click the name of the report you want to generate. A page for the report appears.
2. In the Saved Configurations panel, click the name of an existing configuration to apply those customizations.
   NOTE:  Selecting Default report configuration will reset all of the fields in the associated form to the default selections. 
   The form is updated to show the configurations you selected. 
3. When you're ready to generate the report, click Generate Report. 

Permissions

Administrators can use permissions to control who has access to which reports. For more information, see Report Permissions.