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Copy All Report

Updated over a year ago

The Copy All report provides a list of case notes (without billing information) that can be copied directly from your browser into a Word document to populate progress reports or other case documentation:

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Highlight all or part of the information in the HTML view, press CTRL+C to copy the selection, then CTRL+V to paste it in your Word document for editing or printing.

Parameters:

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  • Earliest Complete Date and Latest Complete Date parameters (required) are applied to filter activities that have been completed within the date range. The report runs automatically with a default date range of the most recent 31 days.

  • Show Non-Billable Activities parameter (required) lets you show only billable, only non-billable, or both types of activities. The default value is Billable.

Example of the Copy All report:

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