To schedule automatic reports for your firm follow the steps below.
Here is an example of what the scheduled report will look like for your users:
Users that wish to receive this report must grant permission to LawToolBox.
Follow this article to sign up for the reports: FAQ - Reports - Teams Scheduled Reports via bot notifications
Step 1:
Schedule reports
a. Admin portal > Reports or Microsoft Teams > Schedule Teams Reports
Under Reports: | Under Microsoft Teams: |
Set your weekly schedule
Save settings:
Click "Cancel" if you wish to set a different schedule:
Step 2:
Go to Users > enable Teams notifications for those who have already granted permissions
Grayed out toggle - user needs to follow these steps:
- FAQ - Reports - Teams Scheduled Reports via bot notifications
- These reports require user-based permissions
Enable: