Access Reports Designer. Refer to Accessing Reports Designer.

Select a report and on the File Menu and select New.
The Create a New Report dialog opens with all the available templates and existing report types loaded.

From the list of iManage Templates or Existing Reports in the left pane, select a matter.

From the report formats available for the selected matter (displayed in the right pane), select a report format.

Enter a name for the report in the Name for new report text box and select OK.
The added report is seen in the All Reports pane and the template report layout is loaded in the designer. The report is created using the selected format as the foundation. The layout and design of the report is replicated from the selected format.

(Optional) After you've created a report, you may want to modify the existing controls, general properties, or layout. For more information about modifying reports, refer to Modifying Reports.
You can also add controls to the report. For more information on adding controls to the report, refer to Adding a Control.

From the toolbar, select Save.