File Part Statistics is a statistical report which lists the number of activities on file parts by user, for a given date range.

  1. On the toolbar, select New Report. The New Report dialog opens.

  2. From the Category list, choose Files. A list of available report formats opens in the Formats list.

  3. From the Formats list, select File Part Statistics Report. The grouping associated with this format is displayed below the Formats list.

  4. From the Sort by list, select a sort order for the report.

  5. Select Set Report Criteria. The Search Files Part Audit History dialog opens. It enables you to enter any specific information to limit the scope of the report.

  6. In the Client field, select or enter the appropriate client of the file part.

  7. In the Matter field, select or enter the appropriate client of the file part.

  8. To specify additional criteria, complete any of the other fields in the Search Files Part Audit History dialog.

  9. Select OK to return to the New Report dialog.

  10. To print a representation of the report criteria in the report header, select the Print criteria check box.

  11. To change print options, select the Print drop-down list and select one of the following options:

    • Generate Preview

    • Generate Preview and Open Print Dialog

    • Generate Preview and Print

    • Generate PDF

    • Generate XML

  12. To save this report in the Saved Reports node:

    1. Select the Save this report as check box.

    2. In the Name field, enter a name for this saved report.

  13. Select OK. The report is generated and appears in Report View (unless Generate as PDF, or Generate as XML was selected, in which case the file is created and can be saved directly).