Showing and Hiding Filters in Reports

In the report area of Redbrick PM, some reports will have filters you can use to filter down the visible results. 

If you can see the "Show Filter" button, this means there are available filters on the report. 

Clicking this will show the available filters (and the button will change to "Hide Filter" which you can click if you want more results visible on your screen)

Once you have filtered you can click "Save Selected Filters" if you want these filters to save for the next time you open a report. In the above report, if I only want to see my own files I would filter and click Save Selected Filters

• Related Articles

• Switching Between Searchable Reports and Exportable Reports

  In the Reports screen in Redbrick PM there are two main views. Searchable Results and Exportable Results. You can switch between the two using the third button on the toolbar Exportable Results Exportable Results allows you to use the Export options ...

• Set Permissions on Reports

  Prerequisites; By default the Groups in Redbrick PM are only separated into standard users and Administrators. If you want to separate report permissions by Managers, Partners, Accounts Team etc, you'll need to create more groups. The guide for this ...

• Tasks and Progress Screen

  Tasks Your tasks are a list of items that are required to be done to complete that matter and will show the current Progress. As well as, in it's simplest form, a checklist of things that need to be done, tasks can drive various things like: letters; ...

• 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 ...

• Case Statuses

  By standard Redbrick comes with various Case Statuses available in each Matter type. These are used primarily to keep track of the current status of a matter. Depending on your firm's settings, you will either be locked into creating all new matters ...