All reports have five major features which make them powerful and easy-to-use:
The export and print features respond to the filter so you can create tailored reports.
To search for an entity, enter one or more terms in the search box and select
search. Lextree will search the metadata associated with the entity records and display the results.
To hide or show columns, select the
Columns button. Check the box with the column label you want to view; uncheck the label to hide the column. The available columns are dynamic and depend on the table display.
To filter the list of entities, select the
Add filters button. The filters are flexible and powerful search parameters.
The left hand field refers to the column header. The middle field is an operator, like “contains” or “is”, and the right hand field is a text box for your search term.
Using the filter with date fields opens additional options. For example, you can search for entities expiring during the next nine months.
The export feature responds to the filter. If you apply a filter to your data and then select
Export, then Lextree will only export the items displayed after the filter is applied.
Export displays a page where you can select the file format you want to export the data. For spreadsheet applications like Microsoft Excel or Google Sheets, choose .csv.
Once you select
Lextree comes with flexible, predefined reports which give you quick access to your entity data. Reports are grouped into three categories, each with several subcategories.
Reports > Entities you will find:
Reports > People & Organizations you will find:
Reports > Tasks you will find two categories: Stats and Tasks.
Use the five features of Lextree reports to structure reports and the predefined data to get fast and flexible reports.