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

report_01.png

You can generate reports by:

  1. On the list view, select Reports.

    idm_new_42.png
  2. In the Reports page that appears, select New Report.

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

    idm_new_43.png
  4. (Optional) Enter a description in the Description field.

  5. Select the report type from Report Type.

    select_report_type.png
  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.

status_working.png
status_ready.png

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

select_report.png