The table below outlines the fields available in each of the column categories in the ‘Add Columns’ list on the left of the Report Generator screen.
Category | Description | Report Type | Commonly Used Fields |
Case Details | Default fields that are displayed in the Details tab of a case. | Case & Task Case & Documents Invoice Case & Charge | Category Sub-category Client Name Case Users |
Case Titles | Case Titles Fields. | Case & Task Case & Documents Invoice Case & Charge | Short Title Long Title |
Contacts Separate | Individual case contact fields for names and addresses. | Case & Task Case & Documents Invoice Case & Charge | Who Pays The Bill Key Associate Key Applicant/Inventor |
Case Dates | Date fields available on cases. | Case & Task Case & Documents | Filing Date Priority Date etc. |
Case Other | Additional fields can be added to the Details screen. | Case & Task Case & Documents | Case Image Goods Classes |
| Goods and Classes | Pull through the integrated Goods and Classes Fields. Note: This is only available if your account has the integrated Goods and Classes field enabled. | Cases& Task | Class Subclass Goods Text Goods Language |
Contacts Lists | Fields that list multiple contacts on the case. | Case & Task Case & Documents | Applicant List Inventor List |
Family | Fields to record family information. | Case & Task Case & Documents | Family Name |
Tasks | All task fields. | Case & Task | Task Name Task Status Task User Task Due Date |
Documents | All document fields. | Case & Documents | Document Title Document Status Document FAO |
Organisation | Address Book fields used to record information about organisations. | Client & Associate | Organisation Name |
Location | Address Book fields used to record information about locations. | Client & Associate | Location Location Address Location Country |
Person | Address Book fields used to record information about people. | Client & Associate | Person Name Person Email |
Contact | Address Book fields used to record information about applicants/inventors/licences. | Applicant & Inventor | Contact Address Name Contact Address Contact Primary Nationality |
Invoice Details | Fields used to record information about invoices. | Invoice Case & Charge | Invoice Date Invoice Number Invoice Amount Invoice Currency Invoice Who Pays |
Charge Details | Fields used to record information about charges. | Invoice Case & Charge | Charge Amount Charge Category Charge Description |
Charge Currency | Fields to record charge currency. | Invoice Case & Charge | Original Charge Currency Original Charge Currency Markup |