• Save customised report views.
• Share reports with other users.
• Schedule reports for automatic email delivery.

Report Customisation

Before saving or scheduling a report, you can customise the report output to display only the information you need.

Common customisations include:

• Date ranges
• Accounts or Matters
• Clients
• Transaction types
• Report-specific filters (varies by report)

Filter changes are applied immediately, allowing you to review the results before saving your custom report.

Saving Custom Reports

Once a report has been configured, it can be saved as a reusable Custom Report.

Save a Custom Report

Navigate to:

Open the required report

1. Apply the required filters and column configuration.
2. Click Save Customisation.
3. Enter a Name.
4. Optionally enter a Description.
5. Configure the Share with othersoption:
   • On – Makes the report available to other users.
   • Off – Saves the report for your use only.
6. Click Save.

The Share with others toggle is located in the Save Customisation pop up, on the right-hand side beneath the name and description fields.

Benefits

Saving a Custom Report allows you to:

• Reuse report configurations at any time.
• Standardise reporting across your firm.
• Reduce time spent recreating filters.
• Improve consistency for recurring reporting.

Sharing Custom Reports

Custom Reports can be shared with other users to provide consistent reporting across teams.

Reports can be shared with:

Shared reports retain:

• Applied filters
• Selected columns
• Report name
• Description

Scheduling Custom Reports

Saved Custom Reports can be scheduled to run automatically and delivered by email. 

Schedule a Report

Reports → Customised

Navigate to:

Reports → Customised

1. Locate the saved Custom Report.
2. Click the Schedule (clock) icon.
3. Enter a Schedule Name.
4. Optionally enter a Description.
5. In the Recipients field, begin typing the employee's name.
6. Select the employee from the list. Their registered email address is populated automatically.
7. Enter the Email Subject.
8. Enter the Email Message.
9. Click the Schedule(clock) icon and configure, then Click Save:

• Schedule
  • Frequency
  • Start Date
  • Time
  • Recurrence options (where applicable)

The Recipients field searches Employees, not email addresses.
Begin typing the employee's name and select them from the list. Efimis automatically uses the email address recorded against their employee profile. Typing an email address manually will prevent the scheduler from being saved.

If your firm uses Message Quarantine, scheduled report emails may not be delivered immediately. The quarantine period is configured under: Settings → Firm Settings → Message Quarantine Configuration

Managing Scheduled Reports

Scheduled reports can be managed from the Customised tab.

Depending on your permissions, you can:

• Edit a schedule.
• Change the delivery frequency.
• Update recipients.
• Modify the email subject or message.
• Disable or delete a schedule.

Best Practices

• Save reports that you run regularly.
• Use meaningful names so reports are easy to identify.
• Share commonly used reports to maintain consistency.
• Schedule recurring reports instead of running them manually.
• Review schedules periodically to ensure recipients remain current.