Using the Notes tab in TrialWorks is a powerful tool. Keeping track of settlement conversations, case meetings, phone calls and overall status memos for cases is essential. Running the Notes Report by Author allows a user to see notes in a specific time range per user for all cases. These notes will generate in a report format for a user to further analyze.

Follow these steps to generate Notes Reports by Author:

• Select Reports then Select Notes
• Choose the first option “Note Report by Author”
• Select a Date Range and an author (you can select yourself or another user)
• Select Preview Report

From the Preview Report panel a user can do the following:

Custom Sort, Print, Email, Zoom, or Export to Word and Excel.

Have a long day in court or busy traveling? Print out the Notes Report by Author and take it with you to read while you are out of the office.

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If you’re interested in learning more about Notes Report by Author in TrialWorks, contact Training at 800-377-5844 option 2.