This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: What happens to the report currency if I share a report with another user? View answer
Reports
REPORTS: What does it mean to subtotal a report? View answer
REPORTS: What are report filters? View answer
REPORTS: What are detailed rows in reporting? 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 my spend vs. budget for the last year? View answer
REPORTS: How do I see a list of stuck invoices? View answer
REPORTS: How do I see a list of approved Timekeeper rates for a firm? View answer
REPORTS: How do I schedule reports? View answer
REPORTS: How do I save my report? View answer
REPORTS: How do I save a user's shared reports before they leave the company? 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 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 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 year to date (YTD) spend for a firm? 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 report on custom fields? View answer
REPORTS: Can I make a report public so other user's can use it? View answer
REPORTS: Can I add multiple filters to my report? 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 happens to existing matters if I re-organize an organizational unit? View answer
Organizational Units
ORGANIZATIONAL UNITS: What happens to existing matters if I edit an organizational unit? View answer
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