WESTLAW QUICKVIEW – CUSTOM FORMATS


Sign on to Quickview and choose Customize Reports in the Go

menu at the top. 

 

 


Click New at the bottom. Name your Report Format (for example, custom).  Select Summary.  Under Sort, chose client, user,  day and don't click anything under subtotals.  You can display totals if you want, and do leave the diplay column headers clicked.  You  don't really need any of the fields except for Standard Charge,  unless you just want to have that information in the database for your information (so if someone runs a $3000 search, you can see how much of it was printing, if it was hourly or transactional, etc...)  It will be easier to process the billing if you leave out the fields. 

 


The last thing you need to do is edit your Auto Report (Schedule Auto Report in the Go menu) to use the custom report you've created.  When you select your report, click Edit, then Continue, then under Select  Report Format, choose Custom (or whatever you named your report format).  Then click Save.

 

 

 

 

The resulting Auto Report should look like this example when viewed in Excel: