Reports collect information from iManage Disposition Manager application. The following is a sample report.

You can generate reports by:

1. In the list view, select Reports.

   Figure: Selecting Reports

   

2. On the Reports page that appears, select New Report.

   Figure: Select New Report

   

3. In the New Report dialog, enter the report name in the Title field.

   Figure: Enter title and description

   

4. (Optional) Enter a description in the Description field.

5. Select the report type from Report Type.

   Figure: Select report type

   

6. (Optional) Select start and end dates and select Add.

The report is added and the status is Working. When the report is ready, the status is Ready.

Select the report name and the report is downloaded in CSV format to your device.

Modifying reports

To edit a report:

1. Under Report, select the kebab menu next to the report you want to edit and then select Edit.

   Figure: Select Edit option to edit the report

   

2. In the Edit Report dialog, make the necessary changes to the title and description.

   Figure: Editing report tile and description

   

3. Select Save.

Deleting reports

To delete a report:

1. Under Report, select the kebab menu for the report you want to delete and then select Delete.

   Figure: Select Delete option to delete report

   

2. In the Delete Report dialog, select Confirm to delete the report. The report is deleted.

   Figure: Delete report confirmation

   

Types of reports available

In iManage Disposition Manager, the reports in the following table are available.