Create your report using specific fields in the areas you require by using the Report Generator.
Follow the steps below to create a new report:
From the Accounts Desktop, select the Reports tab and then click Report Generator.
📌Note: On the right-hand side, view the areas that you can create a report on, listed in different folder names.
2. Highlight the area you require, for example, MATTERS.
3. Right-click and select New Report.
4. Type in the report name and within the format, select the Excel icon.
5. If the format is the same as another report, select Cancel and pick the name required from the drop-down.
Alternatively, to create a new format, enter a name in the box and click OK.
6. Select OK again and then select the Fields tab.
🤓Tip: By fields are selected as default. To put these back, click the double arrow button pointing to the left.
7. To select the fields you require one by one into the report, highlight them and then click the right-facing single arrow.
8. At the bottom, select Apply Field Changes.
9. If you want to add any clauses for specific fields, for example only live matters, then go to the Where tab and click Add.
If no changes are required then go straight to the Info tab.
10. Select Run Report.
⚠️Important: When adding a field these need to be able to pull a one on one join to each other, so if any data doesn't come through this might be the reason.