ADR Notable

Custom Reports

    Notifications
    No new notifications
    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.

    Reports that actually
    answer your questions.

    Quick starting points, fully customisable views, one-click saves, recurring snapshots and firm-wide publishing — without leaving ADR Notable.

    We’ll open a ticket with your account team and follow up shortly.

    Published report preview
    Insights Dashboard preview
    Save and publish snapshot preview

    Everything you need to report smarter

    A single workspace for exploring, customising, saving, sharing and scheduling the reports your team relies on.

    • Quick Reports

      Pre-built starting points for the metrics firms ask about every week.

    • Custom Views

      Pick your columns, filters, sorts and grouping. Slice the data your way.

    • Save & Reuse

      Save any report configuration and re-open it in one click later.

    • Recurring Snapshots

      Schedule reports to auto-run D / W / M / Y with in-app alerts when ready.

    • Publish Firm-wide

      Snapshot results and share with stakeholders across your firm in one click.

    Ready to give it a try?

    Access is enabled per-firm. Request it and we’ll take it from there.

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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.

    Loading roles�

    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

    Are you sure you want to delete ""?

    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. Custom Reports is the master entitlement switch — when off, the firm sees a marketing splash instead of the app, and per-tab toggles for that row have no effect. Global Default applies to any firm without an explicit override.

    Firm Custom Reports AI Builder Quick
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    Confirm