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 on the toolbar which are otherwise greyed out.

When exporting reports you will first be prompted if you would like to save this export to the document screen of the current matter

And then you will prompted if you would like to View this file now

If you say yes, your exported file will then open (allowing you to save it somewhere else using standard office functionality)

Searchable Results

Searchable results allow you to search on screen all columns in the report without first exporting it, by typing into the search field at the top of each column

If you found this article useful, please "Like" it using the thumb below, it really helps us to know which articles are the most useful to you!

• Related Articles

• 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 ...

• 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 ...

• 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 ...

• Export file notes to PDF

  File notes in the document screen in Redbrick PM can be converted to PDFs. This might typically be used to export the Land Registry notes so they can be shared, for example, as evidence of submission with LMS. To do this, right click on the File ...

• Using Quick Search/Quick Find

  There are a variety of ways to search for, and load, a matter/file in Redbrick. One of these is to use the Quick Search function which allows the search to be done without navigating to a different screen. You can access the Quick Search area in two ...