Open the Report and click the View Settings Menu.

You can also. Click the Filter button. The Filter screen will open.

Date Range Example:

Follow these steps when you create a filter.

1. To create a Filter for a date range of two weeks:
2. Click on the Advanced tab of the Filter Screen.
3. Click on the Field button.
4. Select Date and Time Fields and then select the Start field on the drop-down list that will be displayed.
5. In the Condition drop-down box, select “between”.
6. In the value box, enter “today and 15 days” (without quotes).

7. Click the Add to List button

Click OK when you are done to return to the Advanced View Settings menu done and then OK again to close the screen.

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Using Categories in Filters

If you use Categories with DocketCalendar events on your calendar, Category filters can provide a powerful mechanism for generating reports that deal with special classes events.  You can choose a single Category or several Categories at the same time.

To configure a filter to apply Categories to a Table View:

• Open the Filter screen, as described above.
• Click on the More Choices tab.

• Click on the Categories button.

The Color Categories screen will be displayed with a complete list of the available Categories.

• Click the check boxes next to each Category you want to include in the Filter.
• Click the OK button when you are done.

You will be taken back to the  Filter screen.  You will see the selected Categories in the box next to the Categories button.

• Click the OK button on the Filter screen and then click the OK button to close the Advanced View Settings

The Categories selected will be applied as separate filters. DCO events that belong to any of the selected Categories will be displayed on the screen. To remove the Categories as filters, you can delete them from the Categories box, or open the Color Categories screen and uncheck them.

Other Useful Filters

Most other filters will also be defined on the Advanced tab of the Filter screen. How to configure these filters is set forth on Figure 2 below.

• Filter to identify DocketCalendar events.  A straight forward way to limit a report exclusively to DCO events is to include the DCO “DocketCalendarEvent” tag in the Message portion of appointments. You can also use the default Category "Court Rules" that DocketCalendar automatically adds to events in a filter to identify your deadlines.
 
• Filter to Identify Particular Staff Members. If you are applying a Table Report view to the firmwide calendar, you can create filter that identifies DCO events for a single staff member  based upon meeting requests received.