Plain-language starting point
Users can explain the question without first assembling every report control.
Report creation
Describe the report you need and let Jane stage the matching PlaintiffDesk report for confirmation.
What it does
A practical part of the firm’s workflow.
Report creation lets a user describe the information they need in ordinary language. Jane translates that request into proposed fields, criteria, sorting, and a report name, then presents the configuration before it is saved.
Visible report plan
Proposed columns and criteria remain available for inspection.
Confirmation before saving
The report is not added to the firm’s library until the user approves it.
How it works
What the team can expect.
Describe the result
State which records, fields, time period, and grouping should be represented.
Inspect the proposed report
Confirm the fields, filters, operators, and display choices.
Save and run
Approve the configuration, then work with the report through the normal reporting interface.
Describe the report you need.
Jane can stage the fields and criteria for you to review before saving it.