What are the reports and consolidated lists in Legal, and how do I export them?

What you recorded inside the files comes back to you in two shapes: Reports for figures and charts, and consolidated lists for the rows of every case on one filterable, exportable screen.

Steps

1. Open Legal → Reports — image 1. Set from date, to date and branch, then press Filter.
2. The number cards come first: total cases, active cases, closed cases, total sessions, upcoming sessions, active lawyers, and execution files.
3. Below them the charts: cases by lawyer, by category and by status, then cases over time and sessions over time, then the two detail tables with percentages, and finally execution files by stage.
4. The Print button at the top prints the report for the period you chose.
5. For the consolidated lists use the side menu: Sessions, Pleadings & Memos, Rulings, Appeal Dates, Attachments, Clearance Forms — image 2 — and Case Updates — image 3.
6. Each of them carries an Export CSV button, and the sessions list also has Print. Inside a single case there is an Export Excel (CSV) for each tab separately.
7. For a quick reference inside the system, open the Legal Module Guide — image 4.

Notes

• The figures describe what was entered, not what happened: a case closed in reality but left "in progress" counts as active. Review the statuses before basing a decision on a chart.
• The date range applies to the whole report, so compare two periods of equal length if you want to measure a trend.
• Consolidated lists are far quicker than opening cases one by one when you are after "every session before a particular court" or "every ruling this month".
• The CSV opens straight in Excel, which is the way to go when you want a table of your own or to share data with the office accountant.