Billing Q&A: Adding Reports to Matter Manager

March 2021    Tags: , ,

We use some of the available reports listed in the Tabs3 Billing Matter Manager, but there are several reports we’d like to add for quick access. Is this possible?

The list of reports available in the Tabs3 Billing Matter Manager is customizable. You can easily add the reports you want to see, or remove reports you do not use.

To add or remove reports in Matter Manager

  1. From the File menu, select Matter Manager.
  2. Click the  (Reports) icon.
  3. Click the  (Customize Reports) icon.
  4. To add a report, double-click the report or click once in the left column to add a check mark. Likewise, you can double-click a report or click the check mark to remove it from the list.
  5. Click OK.
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