Where to Find Reports
Click your profile icon.
Select Settings.
Under the Organization section, click Reports.
Click New Report or Create your first report to open the Report Builder.
Creating a New Report
When you open the Report Builder, you'll configure your report using the options available in the left sidebar.
Step 1: Select Your Data Scope
Choose which data you want your report to include.
My Data
Displays only records associated with your account.
Examples include:
Cases assigned to you
Your tasks
Your time entries
Your expenses
Organization
Displays data across your entire organization.
Examples include:
All firm cases
Team activity
Organization financials
Firm wide task reporting
Switching between My Data and Organization also changes the available report presets displayed on the page.
Step 2: Select a Report Subject
Next, choose the type of information you want your report to display.
Available report subjects include:
Case
Task
Contact
Document
Deadline
Activity
Time Entry
Expense
Invoice
Financial Summary
Team Activity
Feature & AI Usage
Each report subject includes its own set of available fields and columns.
Tip: You can further refine your report using the Filter, Sort, and Group options located next to the Report Subject selector to organize your data before previewing or exporting.
Step 3: Choose Your Columns
Once you've selected a Report Subject, ProPlaintiff automatically displays the available columns for that data type.
For example, selecting Case allows you to include fields such as:
Case Name
Status
Case Type
Client Name
Client Email
Client Phone
Incident Date
Statute of Limitations
Notice of Claim
Jurisdiction
Case Number
Demand Amount
Archived At
Created At
Updated At
Simply check the fields you want included in your report.
The selected columns determine what information appears in your report preview and exported file.
Preview Your Report
After selecting your columns, click Preview.
The Report Builder generates a live preview using the fields you've selected.
For example, a Case report may display:
Case Name
Status
Case Type
Client Name
Statute of Limitations
Created At
Use the preview to verify your report before saving or exporting it.
Exporting Reports
Reports can be exported at any time.
Click Export to download your report as:
PDF
CSV (Current Page Only)
This makes it easy to share reports with your team or use them outside of ProPlaintiff.
Adding Multiple Pages
Reports are not limited to a single page.
Click Add Page to include another dataset within the same report.
Each page can have:
A different Report Subject
Different selected columns
Different filters
Different report layouts
This allows you to combine multiple related reports into a single document.
For example:
Page 1 – Active Cases
Page 2 – Open Tasks
Page 3 – Billable Time Entries
Report Presets
The Report Builder includes several built in report presets to help you get started quickly.
My Data Presets
When My Data is selected, available presets include:
My Billable Hours This Month
My Expenses This Quarter
My Active Caseload
My Open & Overdue Tasks
My Upcoming Deadlines
My Statute of Limitations Watch
Organization Presets
When Organization is selected, available presets include:
Firm's Financial Summary
Firm's Feature & AI Usage
Firm's Billable Hours This Month
Firm's Invoiced Settlements
Firm's Expenses This Quarter
Firm's Team Activity Leaderboard
Firm's Active Caseload
Firm's Open & Overdue Tasks
Firm's Upcoming Deadlines
Firm's Statute of Limitations Watch
Selecting a preset automatically configures the report with recommended fields for that use case, saving time when creating common reports.
Saving Reports
Once your report is configured, click Save to store it for future use.
Saved reports appear on the Reports page under Saved Reports, where they can be reopened and updated at any time.
You can also click Save Preset to save your report configuration as a reusable template. Presets can be saved for the current page or for the entire report, making it easy to generate similar reports in the future without rebuilding them from scratch.
Summary
The Report Builder makes it easy to create customized reports using data from across your organization. Select your data scope, choose a report subject, pick the columns you want to include, preview the results, and export your report as a PDF or CSV. With support for multiple report pages, built in presets, and reusable templates, Reports provide a flexible way to analyze your firm's data and share meaningful insights with your team.