The Demand Report allows you to see a history of all demands that have been added on the Settlement Tab of cases.
- Filter by a specific time frame by selecting a date range and clicking "update," otherwise the report will default to the current month.
- Filter by Case Manager, Lead Attorney or Supervising Attorney dropdown to sort by a specific worker.
- Filter by Case Type, Case Status or Case Status Category with the other dropdowns.
- Click the grey dropdown to the right of the case to view case details or the case assignments.
- Search for a case with the search bar.
- Sort by a specific column by clicking on the arrows next to the column heading.
- Export this report to Excel or CSV by clicking the "Export" button on the right-hand side.
- Depending on your permission level, you may see the cases you are assigned as a lead attorney or case manager or an administrator view in which you can see all demands for the firm.
- NOTE: This is a permission-based report. If you do not have access please contact your firm administrator.
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