Reporting is a pre-defined module in LawVu that aims to help you see where your legal work and team are at a glance in easy to grasp visualizations via table or grid view. In this article we will go through the different charts and metrics available for:

To access the Reporting module you will need the 'View organization reports' permission switched on by your Administrator.

Access the module from the left navigation bar. Once you identify the chart you are interested in, you can save it as an image or download it to an Excel file to create your own metrics and graphs.

The reports only include LawVu fields. If your aim is to get more advanced reporting using custom fields, please check this article for a description of LawVu's Insights Premium module.

Live matters: Total of All Matters not yet Completed (Field used: State)

Due soon: Total of All Matters with Due Date within the next 5 days (Field used: Due date)

Overdue: Total of All Matters with a Due Date greater than today ( Field used: Due date)

Unapproved invoices: Total of All Invoices with an Approval Status of Pending (Field used Status: Pending Approval)

New matters: Total number of all matters created within the month ( Field used: Created date)

Matters due: Total number of all matters with a due date within the month ( Field used: Due date)

Matters by billing type: Total number of all matters by fee arrangement ( Field used: Billing method)

Total matters: "Total Active Matters" - Number of matters with "created date" in the month. "Total Closed Matters" - Number of matters with "completed date" within the month.

Most active matters(last 30 days): Total number of activities undertaken on each matter in the last 30 days.

Inactive matters: Number of matters where the last activity date > 30 days (shown in # of days since the last activity date) ( Field used; Last Activity Date; Matter Status excludes Completed)

Fees YTD: Sum of fees & other fees for approved invoices based on Invoice date (for the year to date). Excluded: 3rd party invoices, Deleted invoices ( Fields used: Invoice date, Fes, Other fees)

Fees last month: Sum of fees for invoices based on Invoice date (for the previous month) Excluded: 3rd party invoices.(Fields used: Invoice date, Fees)

Unbilled fees: Sum of "Unbilled Fees" of all matters not yet completed. Unbilled Fees = Last Agreed Budget minus Fees to Date ( Fields used: Unbilled Fees)

% up/down: % increase/decrease compared to the previous month’s approved invoices.

Fees – Actual vs Forecast: Actual : Sum of fees for approved invoices based on the invoice created date ( Fields used: Invoice date, Fees, Invoice approval status is Approved/Approved with edis, Deleted date: Null)

Expenses YTD: Sum of all disbursements for Invoice created date

Last month: Sum of all disbursements for Invoice created date for the past month

% up/down vs last year: % increase/decrease compared to previous year’s approved invoices

% up/down vs previous month: % increase/decrease compared to previous month’s approved invoices

Average Expenses & 6 Monthly Average: Average Expenses = Sum of all disbursements for Invoice created date and 6 Monthly Average = Average expenses across 6 monthly period.

Service provider YTD: Sum of fees for Service Providers for all approved invoices based on Invoice date (for the calendar year to date).

Last month: Sum of fees for Service Providers for all invoices based on Invoice date (for the last full month). Service provider = 3rd party invoice.

% up/down vs last year: %increase/decrease in service provider YTD fees compared to previous year.

% up/down vs previous month: % increase/decrease in service provider monthly fees compared to previous month.

New contracts in last 7 days: Count of all contracts with created date <= 7 days

New contracts in last 30 days: Count of all contracts with created date <= 30 days

Total approved contracts value: Sum of contract value in stage = executed for Category = Sales (for the calendar year)

Contracts in last 30 days: Count of all contracts with created date <= 30 days

Purchasing: Sum of contract value in stage = executed for Category = Purchasing (for the calendar year)

Contracts value by category: Contract value by category for all stages for the month (based on created date)

Volume vs Fees by matter type: Volume - Count of all matters by matter type; Fees- Sum of all matters fees to date by matter type.

Volume vs. Fees by department: Volume - Count of all matters by department; Fees- Sum of all matters fees to date by department

Fee arrangements: Fees by fee arrangement ( Field used: Fee arrangement, Fees to Date).

Matters by region: Count of matters by region for the month (based on created date).

Fees YTD: Sum of fees & other fees for approved invoices based on Invoice date (for the year to date). Excluded: 3rd party invoices, Deleted invoices

Unbilled fees: Sum of "Unbilled Fees" of all matters not yet completed. Unbilled Fees = Last Agreed Budget minus Fees to Date

Total Budget: Sum of Budget per Department

Monthly Budget: Total Budget divided in monthly figure

Unapproved invoices: Sum of fees for All Invoices with an Approval Status of Pending

Unapproved Invoices: Total number of invoices with an Approval Status of Pending

Cumulative Fees: Cumulative of total fees ( Budget, Approved fees, Unapproved fees) Approved Fees = Fees + Other Fees + Accruals - Disbursements.

Total Fees: Cumulative of total fees. Forecast: Sum of the last agreed budget on all matters where the scope was agreed within the period. Actual: Sum of invoices approved within the period.

Fees by Service Provider: Sum of fees for Service Providers for all approved invoices based on Invoice date. This metric matches the fees metrics on the main dashboard.

Fees by Department: Sum of all matter’s fees to date by department. This metric matches the fees metrics on the main dashboard.

Fees by Matter Type: Sum of all matter’s fees by matter type. This metric matches the fees by matter type metric on the main dashboard.

Total Expenses: Sum of all disbursements based on invoice date (Fields used: Invoice Date, Disbursements).

Expenses by Service Provider: Sum of all disbursements by Organization based on invoice date (Fields used: Org Name, Invoice Date, Disbursements).

Expenses by Department: Sum of all disbursements by Department based on invoice date ( Fields used: Matter Department Name, Invoice Date. Disbursements).

Expenses by Matter Type: Sum of all disbursements by Matter type based on invoice date ( Fields used: Parent Matter type, Invoice Date, Disbursements).

Sales Contracts due to Expire: Number of all Sales Contracts due to expire in 3, 6 & 12 months ( Fields used: Created Date, Expiry, Category: Sales).

Purchase Contracts due to Expire: Number of all Purchase Contacts due to expire in 3, 6 & 12 months ( Fields used: Created Date, Expiry, Category: Purchasing).

Created vs Expired: Number of Contracts by Created Date and Expiry date based on the selected date range (Fields used: Created Date, Expiry).

Lifecycle by Stage: Number of Contracts by Contract Stage and Contegory based on the selected date range (Fields used: Status, Category).

Expirations: Number of Contracts expiring per category based on the selected date ( Field used: Expiry, Category).

Contracts by Status: Number of Contracts by Contract Stage based on the selected date ranger (Fields used: Status, Category).