Filter, Sort and Modify Your Reports

In TrialWorks Tips by trialworks

Wish it were possible to change one of the many TrialWorks reports? As shown below, almost every report in TrialWorks can be filtered, sorted or modified.


TrialWorks ships with over 150 different types of reports. Visit the “REPORTS” menu  off the Home Ribbon to select a report to use. Each report can be modified using Microsoft Word or Excel. Filter and sort the reports, print or save them, or email them straight from TrialWorks.
For a complete list of available TrialWorks Reports, click here. To dive deeper and learn more about the specific modifications that can be made to TrialWorks  reports, check out the TrialWorks blog entry this week at