File parts:

  1. Search or browse for file part(s).

  2. Right-click the file part(s), and select File Plan Summary Report.
    A report is generated and is displayed in Report View.

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

Matters:

  1. Search or browse for the matter.

  2. Right-click the matter, and select File Plan Summary Report.
    A report is generated and is displayed in Report View.

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

NOTE: Ensure that File Plan Summary is predefined as the default format. Refer to Setting Report Hot Links.