{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/e07b9222237a48f9ab2980b52a6747da\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/e07b9222237a48f9ab2980b52a6747da-48e46a74959bc748.gif","duration":1706.133333,"title":"Advanced Report Creator Tips and Techniques","description":"This Loom explains how to build and optimize advanced reports in Access Legal’s Advanced Report Creator, focusing first on copying locked proclaimed reports to create custom versions. It shows that proclaimed (eclipse stroke per clear) reports are locked, so users should use the option to create a report by copying a selected report, then edit fields and parameters and use selection tests such as filtering where the matter type description equals a chosen parameter. The session then covers prime filters, which speed slow reports by limiting database searches, including examples using an accident date range beyond a fixed date (first of June 2019) and a rolling three year period. Finally, it demonstrates calculated fields for pass fail logic and percentage calculations with subtotals, and shows how to create a history table report using fixed data such as completed debt, number of units, value, and handler."}