Generate a 30/60/90 Day Docket Report

Learn how to create a 30/60/90 day docket report

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Use the following steps to create a 30, 60, or 90 day docket report in the tasks module:

  1. Go to the Tasks module.
  2. Click the Add Filters button.

  1. Select Respond By from the Column dropdown.
  2. Choose a date range (e.g. next 60 days) from the Include Rows Containing dropdown.
  3. Click the Add button.

  1. Select the Task Owner from the Column dropdown.
  2. Select the Name of the Owner in the Include Rows Containing column. Note: To view tasks where Alice is the Attorney, not the Owner, choose Matter Attorney in the Column and select the Matter Attorney name in the Include Rows Containing column.
  3. Click the Add button.
  4. Click the Execute button. 

  1. The screen will refresh with the saved filters applied. To save the applied filters, click the Save View As Report button.
  2. Once saved, you can select this view from the Select Report dropdown. 

The video below also provides the steps for creating a docketing report: