Report Request Form

Examples of an Advanced Search Report:

• What Checklist tasks are due this week, sorted by due date and client
• List of cases settled but not closed
• How many current med mal cases we have, along with date contract signed and current status

Criteria for a Custom Report

• Calculations/formulas not available in Advanced Search (currently only sum, max, min, and average are available in Advanced Search)
• Aggregations reported in columns
• More complex filtering than AS can perform
• Combining details across many tabs and between different tab types (flat or list)