Inbox Layouts & Custom Report Follow

Legal CRM provides the flexibility to customize your Inbox layouts and build custom reports using these layouts. This guide walks through how to manage and customize layouts in your system and how to run a Custom Report.

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Creating and Managing Layouts from the Inbox

Custom Report - Report Layouts and Running the Report

📥 Creating and Managing Layouts from the Inbox

Accessing Layouts

Using the main navigation menu on the left-hand side, go to Inbox.

At the top-right corner of the Inbox, locate the Layout dropdown. Use this dropdown to scroll through the list of available layouts. To apply one, select it from the list and click Apply.

 

➕ Creating a New Layout

In the Layout dropdown, click the New option located at the bottom.

A layout builder screen will appear, where you can select which fields to include.

• By default, the following fields will be included in the layout: First Name, Last Name, and Phone.
• Under Available Fields, you can select any system default fields to add.
• You can also select intake form fields from a specific case type.

Use the  >  button to add selected fields to your layout.

⚠️ We recommend limiting inbox layouts to 10 fields or fewer to avoid display issues—too many columns can cause some data to be cut off on screen.

Once you’ve selected the fields to include, enter a name for your layout.

If you’re an admin and want the layout to be visible to all users, check the For All Users box. Otherwise, this layout will only be accessible in your account.

Lastly, click Save to create the new layout.

After saving, refresh the Inbox screen to see the new layout appear in the dropdown.

 

🔃 Reordering Layout Fields

You can now reorder fields in the layout builder!

• Simply click on a field in your layout and use the up ▴ or down ▾ arrow buttons to rearrange its position.

 

✏️ Editing or Deleting Layouts

In the Inbox, open the Layout dropdown.

Select the layout you'd like to modify, then click Edit Layout at the bottom of the dropdown.

A new tab will open with your layout loaded. Make any desired changes, then click Update to save.

To see all layouts available in your account, scroll down in the editor tab. From here, you can:

• Click the ✏️ pencil icon to edit a layout.

• Click the 🗑️ trash bin icon to delete it.

⚠️ Deleted layouts cannot be recovered at this time.

 

 

📊 Custom Report - Report Layouts and Running the Report

Accessing the Custom Report Builder

From the main navigation menu on the left side of the screen, click on Reports.
⚠️ Only users with the Reports user permission will have access to this screen.

Go to Custom Report Builder.

Creating a Report Layout

Any Inbox Layouts you have can also be used to run a Custom Report. However, you can also create a new layout within the Custom Report Builder under the “Customize Your Report” section.

💡 For more detailed information on how to build a Layout, please refer to the Creating a New Layout section above.

Running a Custom Report

At the top of the page, under the Custom Report section, use the Select Your Layout dropdown to choose a layout for your report.

Optionally, you can also apply any available filters to narrow down the results of the report. 

Once the report settings are configured, click the “Export/Schedule Report” button to view the download options (detailed below). 

Export & Scheduling Options

The pictured (below) export report options give you the ability to export the report on demand or schedule it to be delivered via email.

You'll have the option to:

• Name the report.
• Choose the delivery frequency: Export now, Daily, Weekly, Bi-Weekly, or Monthly.
• Select the time of day and specific days (depending on the frequency).
• Enter one or more email addresses for recipients.

Click the “Save” button to export or schedule the report.

Export Now

This option allows you to generate & export the report in real-time via the Notification Center.

Once the report is ready, just click the 🔔 bell icon at the top-right of your screen to open the Notification Center and download the report.

You will also receive a Notification Center email when the file is ready to download!

To stop receiving these alerts, go to User Settings > The Notification Center, and uncheck Reports under the Email column.

If you would like to be emailed a copy of the report that includes a file attachment in real time, you can select the option to Email a copy of the report and enter your email address.

Scheduled Reports (Daily/Weekly/Monthly/Bi-Weekly)

These options allow you to automate & schedule report delivery by email.

The report can be sent to any email address. Depending on the frequency you choose, you can set specific times, days of the week, or even particular calendar dates for report delivery.

💡 Review the pop-up to explore all configuration options.

⚠️ Reports larger than 25MB will not be sent as attachments. Instead, the email will include a download link.

 

Editing/Deleting Report Layouts

Scroll down in the Custom Report Builder page until you reach the Report Layouts section. A list of all available layouts will appear.

• Click the ✏️ pencil icon to edit a layout.
• Click the 🗑️ trash icon to delete it.

⚠️ Deleted layouts cannot be restored at this time.

 

Support/Assistance

If you need further assistance, then please contact CRM Support to assist you further.

🤗 Thank you very much for choosing Legal CRM!