Custom List View Filters and Copy
You have the ability to apply hard or soft filters to custom list views so that your users get the data they need out of reports without filtering them all the time.
You also have the ability to copy a list view to a new list view without having to start from scratch!
See below on how we do this and circumstances where this is helpful.
Applying a soft filter
A soft filter can be applied to a custom list view so that the user does not have to apply a filter every time they look at a custom view list. Instead you can save your favourite filters and the user can click on it when they want to see that information.
Select one of your custom view lists and go to the Filter Menu - go to Show available Filter - Set up the filter you need and hit Submit - then go to Save current filter - Type in a name and then your filter is set up so the user when they want to apply that filter just to click on the filter name and not set up the filter themselves. Just remember that a user can delete the filter and also edit the filter so for large numbers of users you may want to consider a hard filter as explained below.
Applying a hard filter
A hard filter can be applied to a custom list view so that the user does not have to apply a filter every time they look at a custom view list. Instead you can save your filter as a default so no matter what the user filters in the custom list view you can always go back to the original default filter (the user can not edit this).
Select one of your custom view lists and go to the Filter Menu - go to Show available Filter - Set up the filter you need and hit Submit - then go to Admin - Save as default layout and filters. If you then go back and look at the custom list view admin - you will see a filter being applied in admin screen. The list view can still be filtered by the user but by selecting Filter - default Filter you will always go back to your saved default filter.
Copying a Custom List View
Actionstep gives the user the ability to copy one custom list view and use it as a base when creating another list view. We may create one custom list view that shows all lawyers on every matter - we may then want to create a list view for each individual lawyer however we don't want to re-create the list view everytime. So we can set up the custom list views showing all the lawyers on all the matters (define our columns, etc) and once we are happy with the final product we can make a copy of that custom list view and apply and save the necessary filters and make a list for each individual lawyer.
To create a copy of a list view go to Admin - Custom List Views - Select the custom list view you want to copy by clicking in the box to the left and then select create copy from the black menu along the top.
Head Up Rules
An amazing feature of Actionstep is the heads up rule this means that any report you create can be emailed directly to you or another user of your system (the Director, the Practice Manager) on any frequency required (for e.g. once a week, once a month). That way you have the information automatically when it is required. For more information about heads up rule, please go to the following link: Heads Up - User Guide Article
Here is a link to a video giving a demonstration on how to create one of the reports above:-
Custom List Views - Filters and Copy
Here is also a link to our webinar on custom list views:-
Time Entry List View or Custom Time Entry Report
Task List Custom View or Report
Disbursement List View or Disbursement Report
Contact Custom List View or Contact Report
Appointment/Calendar Custom List View or Appointment Report
Matter List View or Custom Matter Report