Running FirmFlow reports

Alerts and notices

Note: You must have appropriate access privileges to run FirmFlow reports. See your firm's administrator for additional information.

  1. Choose Reports > FirmFlow Reports from the GoFileRoom toolbar.
  2. If your firm uses multiple drawers for FirmFlow, select a drawer from the Drawer drop-down list.
  3. In the FirmFlow Reports search screen, select criteria for the report. Required fields are indicated with asterisks (*).

    Notes

    • If you selected a drawer in step 2, the criteria that you select for the current report will be limited to that drawer.
    • Click the down-arrow to the right of any Date field to use a popup calendar to select dates. You can also manually enter dates into any date fields.
  4. Click the Search button to run the report.

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