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Outlook
Reports

Outlook Reports Overview

Outlook Reports Overview

Outlook’s powerful reporting allows you to see events posted to your firmwide or individual calendars–by any criteria: type, date range, case, category, attorney, court and more–and sort and group them by court, date, location or category. You can create reports that focus on individual cases–summary of key events and deadlines, responsive pleadings and so on. You can generate an easy to read firmwide calendar, you can create a variety of reports that focus on specific types of events–upcoming depositions, trials and court conferences–or particular work assignments–discovery preparation, drafting answers to complaints, preparation for trial and pretrial conferences, etc.

Outlook offers the following functionality that you can employ to create an Outlook report, view it in Outlook and then, if you wish, save it for later viewing, printing, emailing or exporting.

  • Create a Custom View. Outlook’s “table view” allows you to easily customize what information is contained in your reports.  
  • Filtering. Filtering gives you the ability to choose which event records to display in your report.  
  • Grouping. Grouping allows you to enhance your report views by grouping data points into headers allowing for greater range or “readable” information.
  • Sorting. You can sort events by any column in the table.  
  • Saving, Viewing, Printing and Exporting the Report. Once you have configured a report, you will be able to view it on the screen, print it, save it as a PDF or export it to an Excel document, where it can be further organized using Microsoft Excel.

Using Microsoft Excel to Create Specialized Reports Microsoft Excel augments the reporting capabilities of DCO by exporting events and deadlines to a Microsoft Excel spreadsheet, where this information can be further processed using Excel’s more powerful data manipulation tools–grouping, sorting, filtering, formatting and printing. If your firm prefers printing reports, you will find Excel’s word wrapping–the ability to display lengthy lines of text, such as DCO event descriptions, on multiple lines–to be indispensable. Excel printing is also more flexible, allowing you to more easily fit printed reports on the page.

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