Legislative Tracking Report

Click + New Report to start one — assign a client, or name the report if it isn't tied to a client. Click Open on a saved report to edit it; its sheet re-imports automatically so you can re-categorize, re-sort, or paste a new Google Sheets link to update it.

Paste a new Google Sheets link and click Import / Update Sheet to refresh an existing report — your categories, ordering, and bill links are preserved. Sheet must be link-shared (anyone with the link can view). Recognized columns: Bill Number, Short Title, Prime Sponsor, Co-Sponsors, Summary, Last Action, Calendar event.

Use the arrows to set the order categories appear in the report. Assign each bill to a category below.

Drag a bill card into a category to assign it; drag within a category to set its order. Add a note on any card — it shows in the report and export when the Notes column is on.

Controls who at the firm can open this saved report. Firm = everyone signed in; Specific users = you plus the people you pick; Private = only you. Admins can always see and manage every report. This is separate from Publish to Client Portal, which shares the report with the client.