Wise Owl Legal reports can either be read to screen, saved to pdf, or printed.
The full list of reports which can be run can be found at Tool -> Reports.
Alternatively the specific reports can be found linked to their associated functions. For example the trust receipt report can be accessed through the trust tab -> trust receipts.
Each report can be customised for your firm in two ways:
- Your firm's logo can replace the Wise Owl Legal logo on the Wise Owl Legal standard reports
- Tools & Settings -> Appliance Settings -> Reporting ->
- Completely customised reports can replace the Wise Owl Legal reports
Handy Hints for reading large reports:
- Use the space bar to move the page one frame down, rather than scrolling
- Use Shift + Spacebar to move the page one frame up
- Use CTRL + F to find an amount or name within the report.