This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TEMPLATES: How do I make a field required? View answer
Templates
TEMPLATES: How do I make a field optional? View answer
TEMPLATES: How do I change matter template fields? View answer
TEMPLATES: How do I change how budget audits are calculated? View answer
SUBSTATNIVE LAW: What happens to existing matters if I deactive a substantive law category? View answer
Substantive Law
SUBSTANTIVE LAW: Why can I not deactivate a substantive law classification? View answer
SUBSTANTIVE LAW: Is there a limit on the number of substantive law categories I can create? View answer
SUBSTANTIVE LAW: How do I add a substantive law category? View answer
SUBSTANTIVE LAW: Can I rename a substantive law classification? View answer
SUBSTANTIVE LAW: How do I deactivate a substantive law category? View answer
SETUP: What are billing guidelines? View answer
Setup
SETUP: How do I create a matter group? View answer
SETUP: How do I upload our billing guidelines? View answer
SETUP: How do I get my name to appear at the bottom of the page as the primary contact? View answer
REPORTS: Why would I use detailed rows in my report? View answer
Reports
REPORTS: Why does an organizational unit not appear in my "select from list" on my Report filter? View answer
REPORTS: Why do some columns not subtotal? View answer
REPORTS: Why did my shared report change? View answer
REPORTS: Why can I not share a report with a law firm user? View answer
REPORTS: Why are my results different than my colleague's? View answer
REPORTS: Why am I unable to schedule reports? View answer
REPORTS: Why am I unable to remove the date range filter from an invoices report? View answer
REPORTS: Where did my subtotals go when I exported my report to Excel? View answer
REPORTS: Where can I pull a list of the courtesy currency conversions provided by Tracker? View answer
REPORTS: When do I need to use formulas in a report? View answer
REPORTS: What is an Advanced Filter? View answer
REPORTS: What happens to the report currency if I share a report with another user? View answer
REPORTS: What does it mean to subtotal a report? View answer
REPORTS: What are report tags? View answer
REPORTS: What are report filters? View answer
REPORTS: How would someone with reports only access be able to see matter information? View answer
REPORTS: How do I use reports to determine who has access to a matter? View answer
REPORTS: How do I use reports to determine a user's matter role? View answer
REPORTS: How do I subtotal a report? View answer
REPORTS: How do I see our spend for the year? View answer
REPORTS: How do I see my spend vs. budget for the last year? View answer
REPORTS: How do I save my report? View answer
REPORTS: How do I report on the audit history of a Matter? View answer
REPORTS: How do I report on status reports and notes? View answer
REPORTS: How do I report on dates and events in Tracker? View answer
REPORTS: How do I re-order my report columns? View answer
REPORTS: How do I rename my report? View answer
REPORTS: How do I remove columns from my report? View answer
REPORTS: How do I remove blank values from my report? View answer
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 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
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
