Advanced Task Management - Bulk Resolution: How to Build a Filevine Reports for Bulk Resolution

  • Updated

Form Queue

When the selected Queue Name* was configured with the Section Type: Form: 

21 STEPS

1. In Filevine, click the main menu.

2. Then, select the Report Builder menu.

3. Then, in the Create New Report secton, click List of Projects.

4. With your mouse, hover Report Columns help_outline

5. Add the Project ID column to the Report Columns.

6. Click the arrow.

7. Click the Organization dropdown.

8. Then select the organization that contains the projects you want to resolve in bulk.

9. Then, click the Project Type dropdown.

10. Select the Project Type that matches the Project Type configured in the Queue Name*.

11. Next, click the Choose Criteria button.

12. Apply any desired filters to narrow down the projects that will be included in the report, and then click Run Report.

13. Once the report is generated, click Save/Export Report.

14. Click Save As to save the report in Filevine.

15. Enter the Report Name*.

16. And then click Save.

17. After saving, click Share Report.

18. Add the corresponding Organization to the Shared With column.

19. Then, click the arrow.

20. Click Close.

21. That's it. You're done.

https://www.iorad.com/player/2628632/ATM---How-to-build-a-Filevine-Reports-for-Bulk-Resolution---Form-?iframeHash=trysteps-1&lang=en



Next step

 

 

  1. In Filevine, navigate to the Report Builder menu.
  2. In the Create New Report section, click List of Projects.
  3. Add the Project ID column to the Report Columns.
  4. In the Organization dropdown, select the organization that contains the projects you want to resolve in bulk.
  5. Select the Project Type that matches the Project Type configured in the Queue Name* and then click Choose Criteria.
  6. Apply any desired filters to narrow down the projects that will be included in the report, and then click Run Report.
  7. Once the report is generated, click Save/Export Report.
  8. Click Save As to save the report in Filevine.
  9. Enter the Report Name* and click Save.
  10. After saving, click Share Report and add the corresponding Org to the Shared With column. Then click Close.
  • For more information on Filevine reports, please read: Build a Report.
  • To obtain the Filevine Report ID*, open the corresponding  saved report in Filevine and copy the number at the end of the URL.

 

Collection Queue

When the selected Queue Name* was configured with the Section Type: Collection: 

23 STEPS

1. In Filevine, click the main menu.

2. Then, select the Report Builder menu.

3. In the Organization dropdown, select the organization that contains the projects you want to resolve in bulk.

4. Select bam042223

5. Then Select a Project Type that matches the Project Type configured in the Queue Name*.

6. Click the desired Project Type.

7. Then, in the Create New Report section, select the corresponding section that contains the Collection Items.

8. Add the Project ID column to the Report Columns.

9. Click the arrow.

10. Click general

11. Then, in the Category Selection, choose the category that contains the corresponding collection Item ID.

12. Add the corresponding Item ID column to the Report Columns.

13. Click the arrow.

14. Then, click Choose Criteria

15. Apply any desired filters to narrow down the projects that will be included in the report, then click Run Report.

16. Once the report is generated, click Save/Export Report.

17. Click Save As to save the report in Filevine.

18. Enter the desired Report Name* and click Save.

19. After saving, click Share Report.

20. And then, add the corresponding Organization to the Shared With column.

21. Click the arrow.

22. And click Close.

23. That's it. You're done.

https://www.iorad.com/player/2628666/ATM---How-to-build-a-Filevine-Reports-for-Bulk-Resolution---Collection-?iframeHash=trysteps-1&lang=en



Next step

  1. In Filevine, navigate to the Report Builder menu.
  2. In the Organization dropdown, select the organization that contains the projects you want to resolve in bulk.
  3. Then Select a Project Type that matches the Project Type configured in the Queue Name*.
  4. Then, in the Create New Report Section, select the corresponding section that contains the Collection Items.
  5. In the Create New Report section, click List of Projects.
  6. Add the Project ID column to the Report Columns.
  7. Then, in the Category Selection, choose the category that contains the corresponding collection Item ID.
  8. Add the corresponding Item ID column to the Report Columns, and then click Choose Criteria.
  9. Apply any desired filters to narrow down the projects that will be included in the report, then click Run Report.
  10. Once the report is generated, click Save/Export Report.
  11. Click Save As to save the report in Filevine.
  12. Enter the Report Name* and click Save.
  13. After saving, click Share Report and add the corresponding Org to the Shared With column. Then click Close.
  • For more information on Filevine reports, please read: Build a Report.
  • To obtain the Filevine Report ID*, open the corresponding  saved report in Filevine and copy the number at the end of the URL.

 

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