Use the following steps to create a 30, 60, or 90 day docket report in the tasks module:
- Go to the Tasks module.
- Click the Add Filters button.
- Select Respond By from the Column dropdown.
- Choose a date range (e.g. next 60 days) from the Include Rows Containing dropdown.
- Click the Add button.
- Select the Task Owner from the Column dropdown.
- 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.
- Click the Add button.
- Click the Execute button.
- The screen will refresh with the saved filters applied. To save the applied filters, click the Save View As Report button.
- Once saved, you can select this view from the Select Report dropdown.
The video below also provides the steps for creating a docketing report: