To create a Lexis Nexis Alert Report, first click ‘Reports’ in the top menu bar. On this page, find ‘Lexis Nexis Alert Report’ under the ‘Built In Reports’ list, and open it. If you are unable to find this report, Lexis Nexis Integration has not been enabled on your instance.
The default filter for this report is ‘Folio Status Open’ and ‘Most Recent Alerts: 1’, to change the filters, click the search bar. The filter ‘Most Recent Alerts’ can be changed between the options of 1, 5, 10, 15 or 20.
Lexis Nexis Alert Reports have additional filters available, allowing you to filter your reports by Alert Type, Jurisdictions, Alert - Date Changed, Alert - Date Created and Alert - Title. Filtering by Alert Type is enabled by default, to add any of the other filters, click ‘Add Another Filter’ and search for them, either by entering the filters name, or by scrolling through to the ‘LexisNexis Alert’ section in the drop down menu.
The default fields for Lexis Nexis Alert Reports are: Key, Title, Person Responsible, Alert Type, Alert Title, Alert Description, Impact on Obligation, Effective Date, Folio Impacted.
The following Alert fields can also be added by clicking on the search bar under the ‘Fields’ section, and either entering their name or searching for the ‘LexisNexis Alert’ section in the drop down list: Compliance Source, Date Change, Date Created, Jurisdictions, Submission Date. All other folio fields are available to be added in addition to these new ones.
The report will be sorted first by Folio Key, then by Alert Type. Alert Type will be sorted in the following order: Action Required, FYI, News.
By default, the report will be exported as a PDF file, in order to export it as a spreadsheet instead, click the arrow button next to the export button, and select the ‘Spreadsheet’ option from the drop down list.