Legal cases report

The report gathers status, deadlines and total case value of the cases monitored by the team.

When to use

Open the center

Go to Reports, Report Center.

Choose the report

Select Legal Cases Report from the list of available reports.

Choose the format

Under Select the report format, choose an option from the table below.

Apply the filters

Adjust the filters and generate the file.

Format	When to use
Default (Latest movements)	Overview with the most recent movement of each case.
Amounts (Financial)	Focus on case values.
No movements (Inactive)	Cases with no movement for a period. Enter Days without movement.

Filter	Options
Status	In Progress, Completed, Overdue or All.
Monitoring	Monitored or Not Monitored.
Search legal process	Case number or court.
Filter by customer or lead	Choose a customer or leave it on All.