Saved reports

Reports can be saved within InTouch, so their filters and configuration are easily accessible in the future.

This greatly simplifies the process of running any regular reports on your matters.

Saving a Report

  1. Within the report, select Save Report in the top right hand corner
    This feature is not available on all types of reports.
  2. Provide the saved report with a name
  3. (Optional) Provide a description for the report, to help differentiate it from others
  4. Save

Accessing a Saved Report

  1. Select Saved from the main reporting menu
  2. Choose the report you wish to generate
    Use the search bar to find reports by their name, type or description
Any user on your account will be able to access your saved reports.

Editing a Saved Report

  • To change the report's name or description, select the pencil icon to the right of the saved report
  • To delete a report, select the 'x' icon to the right of the saved report
  • To change the report's filters:
    • Access the saved report
    • Make the required changes
    • Save the report
      The previous report will still be available within the saved reports section.
    • (Optional) Delete the original saved report

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