1. In the Navigation pane, select Records tab.

2. Search or browse for the file part(s).

3. Right-click the file part(s), and select File Plan Summary Report.
   Alternatively, select file part(s) from the list displayed in the List pane, and select Print Selected. To print a report of all the file parts displayed in the list, select Print Report.

A report is generated and opens in the Report View.

4. To run this report again, select it from the Recent Reports node.

To generate a File Plan Summary report for a matter:

1. In the Navigation pane, select the Records tab.

2. Search or browse for the matter.

3. Right-click the matter, and select File Plan Summary Report.
   Alternatively,

4. You can print a report or a matter selected from the list displayed in the List pane, or print a report of all the categories displayed in the list, as follows:

   1. To print a report of a matter selected from the list displayed:

      1. Select Print Selected. A report is generated and appears in the Report View.

      2. Select the drop-down to view and select output options. These can be set and saved for each report. 
         The options are:

         • Generate Preview

         • Generate Preview and Open Print Dialog

         • Generate Preview and Print

         • Generate PDF

         • Generate XML

   2. To print a report of all the categories displayed in the list:

      1. Select Print Report. A report is generated and appears in the Report View.

      2. Select the drop-down list to view and select output options. These can be set and saved for each report. 
         The options are:

         • Generate Preview

         • Generate Preview and Open Print Dialog

         • Generate Preview and Print

         • Generate PDF

         • Generate XML

5. To run this report again, select it from the Recent Reports node.