Using the Notes tab in TrialWorks is a powerful tool. Keeping track of settlement conversations, case meetings, phone calls and overall status memos for cases is essential. Running the Notes Report by Author allows a user to see notes in a specific time range per user for all cases. These notes will generate in a report format for a user to further analyze.
Follow these steps to generate Notes Reports by Author:
- Select Reports then Select Notes
- Choose the first option “Note Report by Author”
- Select a Date Range and an author (you can select yourself or another user)
- Select Preview Report
From the Preview Report panel a user can do the following:
Custom Sort, Print, Email, Zoom, or Export to Word and Excel.
Have a long day in court or busy traveling? Print out the Notes Report by Author and take it with you to read while you are out of the office.
If you’re interested in learning more about Notes Report by Author in TrialWorks, contact Training at 800-377-5844 option 2.