Wise Owl Legal reports can either be read to screen, saved to PDF, or printed. 

The full list of reports that can be run can be found at Tool > Reports or by selecting the reports icon, the black printer, from the top menu bar. 

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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:

  1. Your firm's logo can replace the Wise Owl Legal logo on the Wise Owl Legal standard reports

    1. Tools & Settings > Appliance Settings > Reporting > Upload your firm's logo 

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  2. Completely customise reports to replace the Wise Owl Legal reports

    1. Tools & Settings > Appliance Settings > Reporting > Report Definitions List. This will display a list of the reports which are currently linked with Wise Owl Legal. To upload new reports select the 'Create Custom Report Definition' 

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    2. Once a report is uploaded into Wise Owl Legal it must be assigned to a slot through 'Report Slot List'. 

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Handy Hints for reading large reports:

  1. Use the space bar to move the page one frame down, rather than scrolling

  2. Use Shift + Spacebar to move the page one frame up

  3. Use CTRL + F to find an amount or name within the report.