Reporting (Custom reports & Report.AI)

Use classic Custom Reports to design structured, recurring reports—and Report.AI to generate ad hoc insights with plain-English prompts.

When to complete this task

When you need firm analytics, compliance data, or quick answers from your database.

Basic steps

• Classic:
  • Admin Tools 
  • Templates
  • Add Report Template
  • criteria, columns, filters
  • Save
  • Schedule
• Report.AI:
  • Admin Tools 
  • Templates 
  • Report.AI 
  • type a query 
  • Preview/Export/Save

Step-by-step instructions

Step 1: Navigate to Your eimmigration Portal URL

Step 2: Click Administrative Tools in Top Right corner

• Hover over Cog icon in top right corner
• Click Administrative Tools

Step 3: Click Templates

• Under Reports section

For Custom Reports

Step 1: Click Add Report Template

Step 2: Define Criteria and filters

Step 3: Choose columns to display (e.g., client name, case type, billing totals)

Step 4: Click "Test" to preview results

Step 5: Click Save to Store the Report

For Report.AI

Step 1: Click "Click Report.AI

Step 2: Type your request in plain English (e.g., “Show overdue invoices with client name, due date, and amount applied”)

Step 3: Review the preview of your report

Step 4: Export results to PDF or Excel, or Save the query for reuse

Helpful hints

Once you update your logo file, it will replace your logo across all views.