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Juris Suite® Answer Center

My Favorite Reports

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My Favorite Reports is a great way to organize the reports that you use frequently with the parameters you set with them. Reports are organized on a familiar folder structure which you can easily manage .

Creating a Folder Structure

One of the first things you will want to do is create a folder structure to contain the reports. The folder structure is the best way to apply categories and subcategories. To create a folder structure, perform the following:

  1. Make sure you have My Reports selected in the application pane of Juris Suite.

  2. From the tabbed menu items, select My Favorite Reports.

  3. The display pane will reveal the default folder structure. All Favorites is listed at the top by default.

    Clicking on the All Favorites will display all the reports in the entire folder structure. This is useful if you have forgotten where a specific report has been placed.

  4. You can begin creating new folders to store your reports by using the function bar located at the top, or by using the right click menu from an existing folder or the All Favorites folder.

  5. After initiated the new folder function, a New Folder will be displayed prompting you to enter an appropriate name. Enter the name of the folder and hit the Enter key.

You can repeat the steps above to create folders inside of folders.

Other functions

There are few other functions listed in the Folder toolbar. They are listed below.

  1. Hide Folders - This function allows you to toggle between displaying and not displaying the folders.
  2. Rename - This function allows you rename the folder. select the folder you want to rename, click the Rename button and make the adjustments. Hit the Enter key to commit the change.
  3. Delete - This function allows you to remove a folder and the contents therein. Select the folder you want to delete, and click the Delete button. You can also use the Delete key on your keyboard.
  4. Lock - This function allows you to lock a folder and prevent moving or renaming. It does NOT prevent a folder from being Deleted. select the folder you want to lock and click the Lock button.
  5. Manage - The function allows you to drag and drop multiple reports to different folders. Click the Manage button and the Manage window will be displayed. You can select more than report to move to a different folder.