Adding Custom Fields to ProLaw^® Reports

We can easily add in any custom tab fields that are not part of a cascade into ProLaw^® reports. (Cascade fields require a Lookup function or a Subreport — both advanced techniques.)

Enabling Custom Tab Fields for Reports

1. Open any matter.
2. Go to Custom tabs…
3. Check the Reports checkbox next to each custom tab you would like to make available.
4. Click OK.

Adding the Fields to Your Report Dataset

1. Go back into design of your report.
2. Expand Datasets and double-click the Matters dataset.
3. In the Dataset properties window, if Stored Procedure is selected, click Refresh Fields.
4. Click OK.

Your custom fields will now be available. Each custom field will be prefaced with the name of the custom tab it comes from.

Fixing Field Ordering (Alphabetical)

If the fields aren't in alphabetical order:

1. Go back into the Dataset properties.
2. Switch to Text for Query type.
3. Enter SELECT 1 and hit Refresh Fields.
4. Switch back to Stored Procedure and hit Refresh Fields again.

The fields will now be in alphabetical order.