Reports That Come to You
Creating a report shouldn’t always require someone to remember to run it.
Docket Information Delivered Automatically
DocketTrak Scheduled Views automatically deliver current docket information on a recurring schedule. Create a customized View containing the information you need, select the recipients and schedule, and DocketTrak handles the recurring delivery.
Because Scheduled Views are generated from current DocketTrak information, recipients receive an up-to-date view of the matters, events, deadlines, or other information included in the View.
Don’t just save a report. Schedule DocketTrak to deliver it.
Recurring Reports Without Repetitive Work
Use Scheduled Views for recurring client reports, upcoming deadline reports, attorney docket reports, portfolio reviews, management reports, and other information that needs to be distributed regularly.
Reports can be delivered with results embedded directly in the email, attached as an Excel file, or both. Saved Searches and dynamic date ranges allow each scheduled delivery to contain precisely filtered, current information.
Can DocketTrak automatically send recurring docket reports?
Yes. Scheduled Views can automatically deliver customized DocketTrak information to designated recipients on a recurring schedule, eliminating the need for someone to manually generate and distribute the same report each time.
Scheduled View Capabilities
- Daily, weekly, monthly and other configured schedules
- Current data at the time of delivery
- Saved Search filtering and dynamic date ranges
- Email and Excel delivery
- Single or multiple recipients
- Recurring internal and client reporting
Never forget...
If you would like more information or would like a demo, just let us know.
