ADR Notable

Custom Reports

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Tips for better results
  • "List..." - Get a detailed table of individual records
    "List all open cases with their status and assigned user"
  • "Show... by..." - Get a summary grouped by category
    "Show revenue by court" or "Show cases by status"
  • "Total..." - Get aggregate numbers
    "Total revenue this month" or "Total unpaid invoices"
  • "Compare..." - See side-by-side breakdowns
    "Compare revenue by case type"
  • Be specific about time periods, filters, and what columns you want
or upload a sample

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Published reports with recurring schedules

Report Builder

Creates a detailed row-by-row table instead of a pivot report
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Case Info
People
Location
Dates
Conference Type
Billing Settings
Financial Totals
Notes
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Creates columns like Jan-Closed, Jan-Mediation, etc.
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Select a Report

AI Report Assistant

Ask your AI Assistant to build you a report.

Note: AI will not always get it right. You may need to rephrase your query. Always make sure to validate the data before saving and publishing your reports.

Hello! I can help you analyze your data. Ask me anything about your cases, invoices, or firm data.

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Save Report

Save As New Report

Publish Report

Select which roles can view this published report:

Published reports show a static snapshot. Users with the selected roles will see this report in their Published tab.

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This report will no longer be visible to other users. The published snapshot will be permanently deleted.

Notice

Set Up Recurring Schedule

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Recurring reports will automatically refresh and update the published version with the same permissions.

Step 1 of 7

Welcome!

Let's walk through how to create your first report.