Changing the Find Screen to a Report

Some firms prefer to have their find screen to default to a Report. This has less functionality than the full find screen (for example you cannot Link two matters from here, or Right Click and open the client details without opening the case). This could be useful if you only ever need to find files from a report, for example, cases that have been completed and the SDLT has not yet been submitted. 

To do set this, click File and then Find Options. 

 

 

 

It then brings up the window below, where if you change it to Quick Find/search report you will get the warning asking if you want to do this. – 

 

 

 

This layout changes it to more of a report view, and can be switched back by doing the same as above, and selecting Classic Find Screen. 

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