Review of iManage Govern Records Manager report features, customization options and examples of custom reports.

1. iManage Govern Records Manager:
Report Tips and Tricks
March 2017
InfoCompass Business Solutions
Nitza Medina-Garcia, CRM

2. Reports
1. IRM comes with several default reports:
• Client/Matter/File information
• Document index information
• File or Box Disposition Eligibility
• Box information
• Legal Hold information
2. Quick report
3. Label reports
• Files
• Boxes
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3. Reports
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Search Results + Report Format = Report Created

4. Client/Matter/File Reports
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• Client Summary Report
• Client/Matter Summary Report
• File Plan Summary Report
• New Report button and New Report Form appears:
1. Select Category
2. Select Formats
3. Set Report Criteria

5. Client/Matter/File Reports
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• Enter Search Criteria
• Select OK

6. Client/Matter/File Reports
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• If save report, check Save this report as:
• Default Name will include search criteria (can override)
• If desired, Sort by can be changed
• Select OK

7. Report Generation
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8. Report Created
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9. Report Created
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10. Report Created
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11. Customize Reports - Application Designer
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• Change Captions
• Add new fields
• Rearrange layout
• Change groupings/order
• Create new reports

12. Customize Reports – Box Report
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• Change Captions
• Reformatted a field
• Add new field

13. Customize Reports – Box Report
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• Removed Groupings
• Kept only relevant fields

14. Customize Reports – File Part Disposition Report
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• Removed Groupings
• Removed barcode
• Added new Box Grouping
• Added new fields

15. Quick Report
• Like print screen
• Add/remove columns
• Customize on the fly
• May need to change printer
layout to landscape
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16. INFOCOMPASS BUSINESS SOLUTIONS
InfoCompassBusinessSolutions

17. Label Report
• Additional labels to skip
feature
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18. Report Configuration Tips
1. Database Optimization
• Be sure the Database Administrator has regular
maintenance on the db to minimize
fragmentation
• iManage Tech Support has available queries
2. Network Response Times
• Slow network = slow IRM
• Ping machine
3. CMS Memory Allocation (min 4GB RAM, 6-8
GB good for most customers)
4. Result Page Sizes
• End-User Training (best search criteria?)
• Client Application Configuration
(rowsreturned=“80” config file setting can be
increased to higher number)
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Contact iManage Tech Support for more information

19. Questions?
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20. Web: www.icbsolutions.net
Blog: blog.icbsolutions.net
Email: nmg@icbsolutions.net
YouTube: InfoCompassBusinessSolutions
Nitza Medina-Garcia, CRM
Please contact me if you have any further questions