How to Use WOL Reports

Owned by Karen McDonald
Last updated: Aug 23, 2022 by Gemma Heidemann
2 min read

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 or by selecting the reports icon, the black printer, from the top menu bar. 

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 



  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' 



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

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.