Customizing Management Reports

Customizing Management Reports

Every firm has its own unique processes, which is why we let you customize our web-based applications to fit your firm's needs. Each firm has it's own way of reporting. We offer several standard reports that can be customized to fit your firm's needs or create your own reports. This article explains how to customize a report, for how to generate a report see this article.



Report Customization

The report function is accessed inside LDD applications by clicking Reports under File. The screen will load showing the list of reports (either standard or customized by your firm).

Clicking on a report will load the selected report's settings underneath the list. These settings combines the data to be shown in the report with the various conditions (or filtering) of the data. The setting options include:
  1. Field - Each Field is a column in the report, and represents a piece of data from your file. 
  2. Criteria - Sets the conditions (or filtering) of the files to be included in the report.
  3. Sort Order - Sets the order of how the files are displayed. For example, entering "1" means the generated report will use that column to order the report from ascending (or descending) order.
  4. Show - The checkbox identifies if the field (or column) will be displayed. Unchecking this, may be useful to have the report sorted or conditioned by the data. For example, a custom field could be used to identify specific files.
To add more fields (or columns to the report), click the selection button beside the empty field. This will open a popup with all the possible fields you can add to your report. Alternatively, you can use the selection button beside an existing column to change it. Or, to remove an existing column, right-click it and click Remove Column.

If there's a field that when added into a report as a column should have a different name, type the preferred column heading in the field. This will update the column heading in the report.

If you want to only include certain files based on one of your fields, you can use the Criteria dropdown to select a condition. This essentially is filtering the files that will appear in the report. After selecting a condition, you will see new fields to the right of the Criteria. These fields are used by the system to determine what should be brought into the report.

The report function assumes all conditions use "AND". In order to see all files with final closings and interim closings in a certain time, two separate reports must be run. One report that shows "Closing Date", and the other showing "Interim Closing Date".

In case you want the report to be in a specific order, you can change the order in three ways.
  1. Click the heading of the column you want to sort by, after generating the report (press the GO button to do so).
  2. Type in an order in the Sort Order column (beside the Show checkboxes).
  3. Right-clicking the Field and selecting Move Column Up or Move Column Down

Note: Applicable options are in black font and are clickable.

After you have finished modifying the report, click Save (at the top of the page) to save your changes.

If you want this to be a new report click Create. This will open a text field underneath the Create button for the new report’s name/title. Click “OK”, after you have entered a report name. The report will be available the next time you login.


Note: You cannot save changes to a Standard Report. To keep your changes, click Create, enter a report name, and click “OK”. The report with your changes will now be saved.

Alternatively, you can click Duplicate and then Save.

    Still can't find what you're looking for?

      Related Categories
      Billing, Accounting Integrations, Admin Functions & Reports

      File Creation, Document Creation, and other general topics

      Province-specific information for AB clients

      Province-specific information for BC clients

      Province-specific information for MB clients

      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

        • Related Articles

        • Producing Management Reports

          RealtiWeb can produce a variety of management reports for you. There are countless ways to combine the fields with specific criteria to create reports.  All reports will use information pertaining to your firm and files. ​ To produce a management ...

        • Getting Started: Setting Your LLC Mortgage Portal Credentials in RealtiWeb

          The integration with Lender Lawyer Connect (LLC) is not available in RealtiWeb Nova Scotia. Setting Mortgage Portal Credentials in Lawyer Profiles Before you can begin accepting mortgage instructions through the LLC mortgage portal, you must first ...

        • Editing Document Body - Tables for Formatting & Numbering

          Tables are used in RealtiWeb for formatting and advanced numbering functionality. Tables allow the retention of formatting and next level numbering, while taking into consideration conditioned clauses that may or may not be applicable.  Double click ...

        • Intro to Document Customization

          If you're new to customizing documents in RealtiWeb (or simply want a refresher), this video is meant to help explain the essentials to customizing documents. ​ Note: The video uses RealtiWeb BC. Those using RealtiWeb for real estate conveyancing in ...

        • Title Search in RealtiWeb (ON)

          In RealtiWeb it's possible to find a PIN in a variety of different ways. A common way of using the property address is shown in the following video. Searching by PIN Opening the Title Search screen for the first time in a file will provide the ...