Producing Management Reports

Producing Management Reports

Realti 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 report, go to Settings → Reports. You can select a Standard Report (a report listed with a blue tag is provided by LDD) or a Customized Report (a report that is listed with a green tag, that has been modified or created by someone at your firm). Check out this article for more information about customizing management reports.

If you select a Standard Report, the fields used in the selected report will display on the left side of the screen underneath Report Settings. To the right of each field is the criteria for each field. The fields are automatically checked off to show in the report. Uncheck the checkboxes under Show for any fields you do not want visible in the report.

InfoNote: Each Field is a column in your generated report.

Click GO to generate the report. If you checked off Show Sequence? then the first column in the report will show the line item number.

Use the Printable Version to print the report (the button will open the report in a new browser tab for printing). If you want to change the report, click Customize the selected report button to return to the previous screen.

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