reports - reports management

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The Reports feature helps you quickly find and organize the exact case data you need, without digging through multiple screens.

You start by choosing what you want to report on (your main Object), then decide what information to display (Columns) and which records to include (Filters). Filters work like smart rules: only records that meet all your conditions will appear in the results.

Once your structure is ready, you can preview it, run it to generate real data, and save it as a reusable template. That way, the next time you need the same insight, you can execute it in seconds.

The following information walk you step by step through:

  • Building a Report
  • Applying Filters in Main Objects and Relationships
  • Previewing Results
  • Running and Downloading Reports
  • Saving and Managing Report Templates

Together, these guides show you how to move from structure to insight, quickly, accurately, and consistently.

Building a Report

Users can tailor Reports when creating a template that defines the structure:

  • First, selecting Columns from a main Object, then from Relationships with another Object.
  • Later, applying Filters to narrow the results. 

The Report creation is always the first step. After running, the Report is generated with the corresponding data as needed.

Filters

Filters control which records are included in a Report. 

How it works

  • A filter evaluates a logical condition made up of a Field, Operator, and Value. The field value is compared against the condition and returns either if the condition is met or not (true or false). 
  • Records that meet the filter condition (true) are included in the Report. Records that do not meet the condition are excluded.
  • When multiple filters are applied, they are combined using AND logic. This means ALL applied filters must evaluate to true for a record to be included in the Report.

For example:

You have three filters that help decide which records to include in the Report. Each filter checks a specific condition on a field (Name, Last Name, or Date of Birth).

When the filter is configured as follows:

Filter 1:

Field Operator  Value
Name Is Equal John

Filter 2:

Field Operator  Value
Last Name Is Equal Smith

Filter 3:

Field Operator  Value
Date of Birth Is not Equal 01/01/1999

The Report will only show records that:

  • Name: John.
  • Last Name: Smith.
  • Date of Birth is NOT 01/01/1999.

Why is that?

When the user combines multiple filters, they work together by using AND logic. That means a record has to pass all the filters to be included in the Report.

Columns

Columns define the Report structure and which data will be displayed for each record retrieved from the search. Users can add columns that correspond to a field from the main Object or from other Objects linked through a Relationship. 

Operators

Available operators according the Field Type are:

Text 

  • Equals
  • Does not equal
  • Contains
  • Does not contain
  • Starts with
  • Ends with
  • Is null
  • Is not null

Date

  • Before
  • After
  • Between
  • In current…
  • In the last…
  • In the next…

Number

  • Equals
  • Does not equal
  • Contains
  • Does not contain
  • Is null
  • Is not null

Email

  • Equals
  • Does not equal
  • Contains
  • Does not contain
  • Ends with
  • Is null
  • Is not null

Currency

  • Equals
  • Does not equal
  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to
  • Is null
  • Is not null

Yes / No (Boolean)

  • Equals
  • Does not equal
  • Is null
  • Is not null

How to Build a Report

To build a new Report, follow these steps:

44 STEPS

1. After accessing Neostella, click the grid icon.

2. Select the Cases workspace.

3. And navigate to the Reports menu.

4. In the Reports dashboard, click +NEW REPORT.

5. The Explore page is displayed.
Now click the What are you looking for? dropdown to select the main object to get started.

6. You can also search for objects in the list by entering text in Search Data Sources.

7. Then, select the desired object you want to use to build the report.

8. (optional) Click Select field to apply filters and refine the report results.

9. The user can select
Fields from the main Object or
Fields from other Objects linked via relationship with the Main Object.

10. Then select an Operator.

11. Then click the desired operator.

12. In the enabled field, enter the desired value to build a valid condition.

13. Click +FILTERS to add additional filters if needed, and configure it as explained in previous steps.

14. Click the Select field dropdown to choose the field that will be used to create the new filter.

15. You can also search for fields in the list by entering text in Search....

16. Type Search...

17. Now select a field.

18. Click the Operator dropdown to display the available operators.

19. Now click the Equals Operator.

20. Then, in the enabled field, enter the desired value to build a valid condition.

21. Now Click the SELECT FIELDS button to add columns to build the report tailored to your needs.
Remember, Columns in a report are fields from the main Object or from other objects linked via relationship with the main object.

22. Click the Select Fields dropdown.
In the Select Fields dropdown you can choose the fields that will represent a column within your report.

23. Mark desired checkboxes that will be columns in the report.

24. Mark the checkbox.

25. Mark the checkbox.

26. Expand any field with associated fields, and then check the boxes to add those fields as columns in the report.

27. Mark this checkbox.

28. Now select the status checkbox.

29. Once the report has been structured with filters and columns, click PREVIEW RESULTS to display the reports preview.

30. The preview is displayed and the Preview Report Generated Successfully message appears.

31. Once the report has been structured, users can save the report. Click the SAVE REPORT to save this setup as a template.

32. Enter the report’s name In the Type in report name field.

33. (optional) Click the star icon to add the report to favorites.

34. And then click the SAVE button.

35. The Saving Report... message is displayed.

36. The Report created successfully message is displayed and the built report is listed in the REPORTS tab.

37. Once the report has been structured as users can run it with no need to save it as a report.
Click the RUN button.

38. The Generating Report... message is displayed.

39. When the report has data the modal window displays options to download the report in CSV or Excel, view the Executions List, or SELECT CSV/XLSX.

40. Select CSV or Excel to download the report in that format and click the SELECT CSV or SELECT XLSX button respectively. The file is downloaded to the user's device.

41. Select CSV or Excel to download the report in that format and click the SELECT CSV or SELECT XLSX button respectively. The file is downloaded to the user's device.

42. Click Executions list to display the generated report in the EXECUTIONS tab.

43. Click here

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

https://www.iorad.com/player/2672176/Cases---Reports---How-to-Build-a-Report?iframeHash=watchsteps-1&lang=en



Next step

  1. After accessing Neostella, click the grid icon, select the Cases workspace, and navigate to Reports.
  2. In the Reports dashboard, click +NEW Report. The Explore page is displayed.

Or Alternatively

  1. After accessing Neostella, click the grid icon, select the Cases workspace, and navigate to Explore. The Explore page is displayed.

Select the Main Object

The main Object serves as the schema and data source for building a Report.

  1. Click the What are you looking for? dropdown and select the main Object to build the Report. The user can also search for Objects in the list by entering text in Search Data Sources. 

Apply Filters

  1. (optional) Click Select field and select a field to filter: This refines the Report results by building conditions. Users can also search for fields in the list by entering text in Search….

The user can select:

  • Fields from the main Object or
  • Fields from other Objects linked via Relationship with the main Object. When the main Object has Relationships, the +ADD Relationship button is enabled. 
Main Object Filter Relationship Object Filter
  • In the Set Filter section, select the field in the Select field dropdown.

The dropdown only shows fields associated with the main Object the user selected.

  • In the Set Filter section, choose a field in the Select field dropdown. The user also can search fields in the list based on the entered text in Search… 
  • Select the Operator.
  • In the enabled field, enter the desired value to build a valid condition.
  • In the Set Filter section, click +ADD Relationship.
  • Select a Relationship.
  • Select a Source.
  • Select the field in the Select field dropdown.

The dropdown only shows fields associated with the main Object the user has selected.

  • Select a field in the Select field dropdown. The user can also search fields in the list based on the entered text in Search… 
  • Select the Operator.
  • In the enabled field, enter the desired value to build a valid condition.
  • Click +FILTERS to add additional filters if needed. Then configure it as explained in steps 6, 7 and 8.
  • To Delete a Filter, click itsicon.
  • If the user does not add any filters, all data will be included in the report.
  • For more information about applying filters by Objects and Relationships, please visit: How to Apply Filters in Main Objects and Relationships.

Add Columns

Add desired columns to build the Report tailored to your needs. Columns, in a Report, are fields either from the main Object or other Objects always linked through a Relationship with the main Object. 

  1. Click the SELECT FIELDS button.
  2. In the Select Fields dropdown, select the fields that will represent a column within the Report. 
  • The list of fields is dynamically displayed according to the fields associated with the main Object, or fields from other Objects linked via a Relationship with the main Object. 
  • Selected fields are displayed in the following format: Object Name > Field Name .
  • The selection order will determine the column’s order in the built Report.
  • Remove a column by clicking the icon.
  • Your Report should include at least one column.

Preview Results/ Save the Report/ Run Report 

  1. Once the Report is structured, users can: 
  • Preview the results.
  • Run the Report.
  • Save the Report as a template for future use.

For more information about available options, please read:

  • How to display the Report Preview Results
  • How to Run a Report after Building it
  • How to Save the Report 
  • How to Manage a Saved Report 

How to Apply Filters in Main Objects and Relationships

When building the Report structure, the user can apply filters based on either the main Object or  Relationships.

For example:

Case 1: Main Object Filter

The user needs to filter in the report records in Projects with the 8188 Taylor Street

Jacksonville, FL 32210 as their Address.

For doing it, the following filter should be applied:

  • In the What are you looking for? dropdown, select the main Object, in this case Projects. 
  • In Select field, choose the Address field.
  • Then select the Equals Operator.
  • Enter the 8188 Taylor Street Jacksonville, FL 32210 address as the Value. 

Once the Report is executed, the filter will search in the Projects for records where the Address field matches the value 8188 Taylor Street Jacksonville, FL 32210 and include them in the results.

Output example:

Project Name* Address* Stage*
Mass Tort Case 304832

8188 Taylor Street

Jacksonville, FL 32210

 Appeal
Personal Case 102

8188 Taylor Street

Jacksonville, FL 32210

 Open
John Smith Project 001

8188 Taylor Street

Jacksonville, FL 32210

 Filing 

*Displayed columns are for reference only and reflect the columns configured in the Report.

10 STEPS

1. The user needs to filter in the report records in Projects that have 8188 Taylor StreetJacksonville, FL 32210 as an Address.
For that, click What are you looking for?

2. And then select the main Object, in this case, Projects.

3. Then click the Select field dropdown.

4. And choose the Address field.

5. Then click the Operator dropdown.

6. And select Equals.

7. And enter the 8188 Taylor Street Jacksonville, FL 32210 address as the Value.

8. Once the Report is executed, the filter will search in the Projects for records where the Address field matches the value 8188 Taylor Street Jacksonville, FL 32210 and include them in the results.

9. Click here

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

https://www.iorad.com/player/2680452/Cases---Reports---Example-Main-Object-Filter?iframeHash=watchsteps-1&lang=en



Next step


 Case 2: Relationship Object Filter

The user needs to filter in the report the Persons that are Assigned Attorneys in Personal Injury projects.

For doing that, the following filter should be applied:

  • In the What are you looking for? dropdown, select the main Object, in this case Persons. 
  • Then click +ADD RELATIONSHIP.
  • In Source, select the related Projects Object.
  • Then select the Relationship between the Persons and Projects. In this case we need to filter the Assigned Attorneys.
  • In Select field, choose the Case Type field.
  • Enter Personal Injury as the value.

Once the Report is executed, the filter will search all Assigned Attorneys that belong to Personal Injury Projects and include them in the results.

Name* Last Name* Address* Case Type* Role*
John Smith Milwaukee Personal Injury Assigned Attorney
Jane  Doe New Jersey Personal Injury Assigned Attorney
Louis White Florida Personal Injury Assigned Attorney

*Displayed columns are for reference only and reflect the columns configured in the Report.

11 STEPS

1. The user needs to filter in the report the Persons that are Assigned Attorneys in Personal Injury projects.
For that, click the What are you looking for? dropdown.

2. Then select the main Object, in this case, Persons.

3. Then click +ADD RELATIONSHIP.

4. Then click Source.

5. And select the related Projects Object.

6. Then select the Relationship between the Persons and Projects.

7. In this case we need to filter the Assigned Attorneys.

8. Then click Select field.

9. And choose the Case Type field.

10. Once the Report is executed, the filter will search all Assigned Attorneys that belong to Personal Injury Projects and include them in the results.

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

https://www.iorad.com/player/2680470/Cases---Reports---Example-Relationship-Object-Filter?iframeHash=watchsteps-1&lang=en



Next step

How to display the Report Preview Results

Once the user builds the Report structure as outlined in How to Build a Report, they can preview the results to verify that the structure and filters are working correctly before running or saving the Report.

Follow these steps to preview the results:

  1. Click PREVIEW RESULTS. The table with the Report preview results with 5 rows is displayed.
  • If no fields were selected, the following message is displayed: No fields selected. Please select fields from the left panel to preview the Report 

18 STEPS

1. Click the What are you looking for? dropdown and select the main object you want to use to build the report.

2. Select an Object.

3. (optional) Click Select field and choose a field to apply filters to refine the report results by building conditions.

4. Select the desired field.

5. Then click the Operator dropdown.

6. And select the desired Operator.

7. In the enabled field, enter the desired value to build a valid condition.

8. Click the SELECT FIELDS button to add the desired columns to build the report tailored to your needs.
Remember, columns in a report are fields from the main Object or from other Objects linked via relationship with the main Object.

9. In the Select Fields dropdown select the fields that will represent a column within your Report.

10. Select the Checkbox to add the field as a column.

11. Select the Checkbox to add the field as a column.

12. Select the Checkbox to add the field as a column.

13. Click Clients to expand its fields.

14. And then mark the Checkbox to add the field as a column.

15. Click the Checkbox.

16. Once you build the Report structure, Click PREVIEW RESULTS to preview the results to verify that the structure and Filters are working correctly before running or saving the Report.

17. The table with the Report preview results with 5 rows is displayed and the Preview Report Generated Successfully message appears.

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

https://www.iorad.com/player/2672611/Cases---Reports---How-to-Visualize-the-Report-Preview-Results?iframeHash=watchsteps-1&lang=en



Next step

How to Run a Report after Building it

 When the Report is built and the user is satisfied with the previewed results as outlined in How to Build a Report and How to Display the Report Preview Results, the user can run the Report directly in the Explore page without saving it.

Follow these steps to run a Report:

  1. Select the Run Report option. The Generating Report... message is displayed. Then the modal window Report Generation In Progress is displayed.

Once the Report is processed, one of the following messages will appear, depending on the results:

  • The Report was generated successfully. 
  • The Report was generated successfully, but no rows were returned.
  1. Once the Report generation is processed a modal window is displayed:
When the Report has data: The modal window displays options to download the Report in CSV or Excel, view the Executions List, or SELECT CSV/XLSX.

When the Report has no data: The modal window displays: No Data Available. 

Your Report was generated successfully, but no rows were returned.

This could mean that no data matches your current Filters. Please try adjusting your Filter criteria and generate the Report again.

Adjust the filters and run the report again if needed.

 Download the Report

  1. Select CSV or Excel to download the Report in the desired format and click the SELECT CSV or SELECT XLSX button respectively. The file is downloaded to the user's device.

Display the Executed Report

  1. Click Executions list to navigate to the EXECUTIONS tab where the generated report is listed.
  • When the Report processing time exceeds 6 seconds, the status is set to Pending. Once the Report is completed, the user receives a notification in the icon. 

  • When the Report processing time exceeds 2 hours, the status is set to Failed.

11 STEPS

1. After accessing Neostella, click the grid icon.

2. Then select the Cases workspace.

3. And then, navigate to Reports.

4. Then select the REPORTS tab.

5. Locate the Report template that will be used to generate the report and click on the ellipsis icon.

6. Select the Run Report option.

7. The Generating Report... message is displayed. Once the report is processed, one of the following messages will appear, depending on the results.

8. When the report has data:Report was generated successfully appears and
the modal window displays options to download the report in CSV or Excel, view the Executions List, or Select CSV.
Or Report was generated successfully, but no rows were returned.

9. Once the report generation is processed click the EXECUTIONS tab where is listed.

10. The generated report is displayed.

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

https://www.iorad.com/player/2672192/Cases---Reports---How-to-Run-a-Report?iframeHash=watchsteps-1&lang=en



Next step

How to Save a Report

To save a Report for reuse as a template to generate Reports as needed, follow these steps:

  1. Once the Report is structured, click SAVE REPORT. 
  2. Enter the Report name in the Type in Report name field.
  3. (Optional) Click the star icon to add the Report to favorites. Click again to remove the report from favorites.
  4. Click SAVE. The Report created successfully message is displayed and the built Report is listed in the REPORTS tab.

Once the Report is saved, the user can manage it as outlined in How to Manage Saved Reports.

15 STEPS

1. Once the Report is structured, click the SAVE REPORT button.

2. Then, enter the Report’s name in the Type in Report name field.

3. (optional) Click the star icon to add the Report to favorites.

4. The report is marked as favorite.

5. Click again to remove the report from favorites.

6. Now click SAVE to save the report.

7. The Saving Report… message is displayed during the saving process.

8. The Report created successfully message is displayed and the built Report is listed in the REPORTS tab.

9. Open docs.google and click here

10. Click here

11. Click here

12. Type Document content

13. Click here

14. Type Document content

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

https://www.iorad.com/player/2672845/Cases---Reports---How-to-Save-a-Report?iframeHash=watchsteps-1&lang=en



Next step