Creating a Custom Report Template
Creating custom Excel reports for litigation metadata is a straightforward process designed to meet your specific MIS reporting needs. Follow the detailed steps below to efficiently create and manage your custom report templates.
Accessing the Custom Report Template
Navigate to the Resources Menu:
Go to the "Resources" menu:
This can typically be found on the main navigation bar or under a specific section related to reports and resources.
Select "Custom Report Template":
Click on this option to open the custom report template section where you can create and manage your templates.
Creating the Custom Report
Fill Out the Custom Report Form:
Title:
Enter a descriptive title for your custom report. This should clearly reflect the content or purpose of the report.
Description:
Provide a concise but informative description of the report's purpose. This helps in understanding what specific data or insights the report is intended to deliver.
Select Fields for the Report:
Choose Main Fields:
Select the main fields you want to include in the report. These should be the key data points necessary for your MIS reporting needs.
Save the Custom Report Template:
Click "Save Template":
After filling out all the necessary details and selecting the required fields, click on the "Save Template" button to save your custom report.
By following these steps, you can create custom Excel reports tailored to your specific needs, ensuring that all required litigation metadata is accurately and efficiently reported.