This article walks you through how to create a Date Range report for a specific user. Please note, this report can include up to 6 months' worth of deadlines. If you need to run a report for a whole year, please run this report twice.
Go to Reports > Date Range (default) > Select your user > Select your time frame > Run report > Search (optional) > email or download the report
Note:
Want a different report? Click on the lightning bolt next to "Date Range" to change the report type
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Go through "Reports"
"Matters" > upcoming deadlines:
Run date range report:
Refine reports:
- Click "View" to search only appointments with a start time
- Use "search" for other search terms, hashtags or matter names
- Use "checkboxes" to refine the deadlines
Export the report:
- Email > sends the report to you with search and filter properties
- Download > CSV file that you can sort and filter via excel to customize the report
- Note: Downloaded report does not download based on your filter or search properties.
See related articles on additional report options: