|A name for the list you are creating|
|A description of what information is held in the list - it is good practice to detail here exactly what your list contains, for example "A list of all disbursements that have not been billed".|
|Where you would like to list to appear in a Menu group name, for example if you are creating three lists that you want to appear under a group heading called "Disbursements" you can give them sort orders of 10, 20 and 30 this means that the list with sort order 10 will appear first and the one with 30 will appear. If you do not specify any order they will appear in alphabetical order.|
Menu Group Name
|The name of the menu where you would like the report to be inserted this will appear under the Timesheet heading in the main menu. Examples, of Group Names are shown below. You can have multiple list views in one Menu so you can keep them organised (remember this is case sensitive, and optional). If you do not insert a menu group name the list will appear individually under the Timesheet heading in the main menu.|
- Next choose what system roles can "see" your custom list view - you tick the box next to the system role you want to be able to see the list view you are creating (please note that if you do not tick any) no one will be able to view your list.
- choose whether you want the custom list view you are creating to be a default view. The default view is the list you see when you click on Matters and then Matter list. By default, this list contains all matters that are assigned to ourselves however this can be changed to any list view that we want. If you are creating a list view that you want to be a default for a specific system role then you can use the tick boxes below to enable this.
- Next choose your filters. If you leave the box empty then all the options will be shown in the list view. For example, If you leave the matter status box empty all the tasks (regardless of their status) will be shown in the list view. If you choose "Inactive" then only the inactive matters will be displayed in the list.
- Click Save.
- A new list is automatically populated with some of the most common columns/task elements to save you the effort of setting these up each time. If you don't want any of these columns simply remove them in the column editor by using the checkboxes and selecting the 'Delete' button.
You will notice that the columns are automatically created with default positions spaced 100 positions apart. This allows you to insert columns between these columns by selecting position numbers in the gaps.
|Disbursement||Information in relation to the disbursement||Disbursement ID, Description, Entered by, quantity, price|
|Action||Information in relation to the matter||Matter ID, Matter Name, File Reference, Matter Type Name|
|Billing||Information in relation to billing information on the matter|
Invoice ID, Billing status, billed amount
Previewing and Setting Column Widths, Sort Order, and Filters
Business Use Cases
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