ADR Notable

Custom Reports

    Notifications
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    Tips for better results
    • "List..." - Get a detailed table of individual records
      "List all open cases with their status and assigned user"
    • "Show... by..." - Get a summary grouped by category
      "Show revenue by court" or "Show cases by status"
    • "Total..." - Get aggregate numbers
      "Total revenue this month" or "Total unpaid invoices"
    • "Compare..." - See side-by-side breakdowns
      "Compare revenue by case type"
    • Be specific about time periods, filters, and what columns you want
    or upload a sample

    Overview & Analytics

    Cases

    People

    Custom Fields & Documents

    Financial

    No saved reports yet

    Save a report to access it later

    No favorite reports

    Click ★ on a report to add it to favorites

    No categories

    Add categories to your reports to organize them

    No recurring reports

    Set up recurring schedules to automate reports

    No published reports

    Publish a report to share with your team

    No favorite published reports

    Click ★ on a published report to add it to favorites

    No categories

    Published reports organized by category

    No recurring published reports

    Published reports with recurring schedules

    Report Builder

    Creates a detailed row-by-row table instead of a pivot report
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    Case Info
    People
    Location
    Dates
    Conference Type
    Billing Settings
    Financial Totals
    Notes
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    Creates columns like Jan-Closed, Jan-Mediation, etc.
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    Select a Report

    AI Report Assistant

    Ask your AI Assistant to build you a report.

    Note: AI will not always get it right. You may need to rephrase your query. Always make sure to validate the data before saving and publishing your reports.

    Hello! I can help you analyze your data. Ask me anything about your cases, invoices, or firm data.

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    AI Reports Notice

    This feature uses AI to generate reports from the case, billing, and firm data you select.

    Any prompts, instructions, or other content you provide to AI Reports may be transmitted to, processed by third-party service providers located in {{REGION_LABEL}}, outside of ADR Notable's systems and direct control. Do not submit confidential, privileged, or sensitive personal information unless you are authorized to do so and accept these handling terms.

    Please confirm you understand before continuing.

    Save Report

    Save this view

    Re-run the same report later — with the same columns, filters and date range.

    1. 1 Save
    2. 2 Publish optional
    3. 3 Recurring optional

    Publish to your team?

    Published views appear in the Published tab so teammates can view them with one click. You can skip this if it's just for you.

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    All roles are selected by default. Uncheck any role that should NOT see this view.

    Run this on a schedule?

    Recurring views auto-run and email the results. Requires publishing — turning this on will also publish.

    Save As New Report

    Publish Report

    Select which roles can view this published report:

    Published reports show a static snapshot. Users with the selected roles will see this report in their Published tab.

    Delete Report

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    This action cannot be undone.

    Unpublish Report

    Are you sure you want to unpublish ""?

    This report will no longer be visible to other users. The published snapshot will be permanently deleted.

    Notice

    Set Up Recurring Schedule

    :

    Recurring reports will automatically adjust date filters for each period and refresh with the latest data.

    Step 1 of 7

    Welcome!

    Let's walk through how to create your first report.

    Global Admin — Tab Visibility

    Toggle which tabs are visible to users. Saved and Published tabs are always visible. Global Default applies to any firm without an explicit override.

    Firm AI Builder Quick
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