This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: How do I remove blank values from my report? View answer
Reports
REPORTS: How do I know what type of report to run? View answer
REPORTS: How do I know what currency an invoice is on my report? View answer
REPORTS: How do I get a list of my open and closed matters? View answer
REPORTS: How do I find a list of all my of firms and their main contacts? View answer
REPORTS: How do I add a report to my Dashboard? View answer
REPORTS: How do I compare report results for different periods? View answer
REPORTS: How do I clone a report? View answer
REPORTS: How do I change the currency in my report? View answer
REPORTS: How do I change how my report is sorted? View answer
REPORTS: How do I add tags to my report? View answer
REPORTS: How do I add detailed rows to my report? View answer
REPORTS: How do I add columns to my report? View answer
REPORTS: How do I add a graph to my report? View answer
REPORTS: How do I add a filter to my report? View answer
REPORTS: How can I see a list of matters without recent activity? View answer
REPORTS: How can I learn more about reporting? View answer
REPORTS: Do I need to be a matter participant to run a report? View answer
REPORTS: Can I share reports with someone outside of Tracker? View answer
REPORTS: Can I report on custom fields? View answer
REPORTS: Can I make a report public so other user's can use it? View answer
REPORTS: Can anyone else see my reports list? View answer
PRACTICE GROUPS: What happens to existing matters if I re-organize a practice group? View answer
Practice Groups
PRACTICE GROUPS: What happens to existing matters if I edit a practice group? View answer
PRACTICE GROUPS: What happens if I deactivate a practice group? View answer
PRACTICE GROUPS: Is there a limit on the number of Practice Groups I can create? View answer
PRACTICE GROUPS: How do I export a list of my practice groups? View answer
PRACTICE GROUPS: How do I edit a practice group? View answer
PRACTICE GROUPS: How do I change the name of a practice group? View answer
PRACTICE GROUPS: How do I deactivate a practice group? View answer
ORGANIZATIONAL UNITS: What is an organizational unit? View answer
Organizational Units
ORGANIZATIONAL UNITS: What happens to existing matters if I edit an organizational unit? View answer
ORGANIZATIONALUNITS: Is there a limit on the number of organization units I can create? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, will previously paid/approved invoices be affected? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to pending invoices? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to future invoices? View answer
ORGANIZATIONAL UNITS: How do I deactivate an organizational unit? View answer
ORGANIZATIONAL UNITS: How do I re-name an organizational unit? View answer
ORGANIZATIONAL UNITS: How do I move organizational units? View answer
ORGANIZATIONAL UNITS: How do I export a list of organizational units? View answer
ORGANIZATIONAL UNITS: How do I create an organizational unit? View answer
ORGANIZATIONAL UNITS: How do I change an orgnizational unit on an existing matter? View answer
USERS: How do I give reporting only access to a user? View answer
Users
USERS: How do I deactivate a company user? View answer
USERS: How do I change the Tracker Coordinator or Backup Tracker Coordinator? View answer
USERS: How do I change a user's system role? View answer
USERS: How do I add a user if i get the error message "email address already in use"? View answer
USERS: How do I add a company user? View answer
USERS: How can I add a firm admin to a firm? View answer
USERS: Can users share passwords? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
