The Demand Report allows you to see a history of all demands that have been added on the Settlement Tab of cases.
Filter by a specific time frame by selecting a date range and clicking "update," otherwise the report will default to the current month.
Filter by Case Manager, Lead Attorney or Supervising Attorney dropdown to sort by a specific worker.
Filter by Case Type, Case Status or Case Status Category with the other dropdowns.
Click the grey dropdown to the right of the case to view case details or the case assignments.
Search for a case with the search bar.
Sort by a specific column by clicking on the arrows next to the column heading.
Export this report to Excel or CSV by clicking the "Export" button on the right-hand side.
Depending on your permission level, you may see the cases you are assigned as a lead attorney or case manager or an administrator view in which you can see all demands for the firm.
NOTE: This is a permission-based report. If you do not have access please contact your firm administrator.