LawVu's Standard Reporting lets you see where your legal work and team are at a glance in easy-to-grasp visual dashboards via table or grid view.

With our reporting system, you can quickly and easily sort, filter, and drill down into reports, enabling you to locate the insights you need with just a few clicks. Our system offers near real-time updates, ensuring that you always have access to the most current data whenever you need it.

To access Reporting, you will need the 'View organization reports' permission.

For In-house Legal and Administrator roles, enabling the 'View organization admin reports' permission provides access to administrative reports.

Access the Reporting module from the left navigation bar. 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.

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.

You have the option to save the Matters, Contracts and Admin reports as a PDF file. This will record the present condition of the report. Additionally, you may choose to download all the pages, consolidating all the information from the Matters, Contracts, and other sections into a single PDF document.

Right-click on the metric and select ‘Drill through’ to get a more comprehensive view of the data.

Notice you can also drill up (move from a detailed view to a higher-level summary of the data ) or down as well move from a higher-level overview to a more detailed view).

Standard Reporting module includes the latest edition of Matters, Contracts, and Admin reports. These interactive reports are created to assist you in answering important questions with ease.

You can choose how to present the reports according to your preferences, such as displaying them for all time, custom date, yearly view, or monthly view. Alternatively, you can categorize them as User Summary, User Activity, or Knowledge Articles.

Within the views, you can:

- click on the question mark icon, which will reveal a tooltip providing an explanation of the metrics that underlie the statistic or graph.

- click on the Filter icon to see which filters and slicers are affecting this visual.

- click the ellipses icon to export the data, Spotlight or Get insights. Easily sort, filter, view the data as a table or graph and drill down reports so you can find the insights you need.

The Spotlight or the Focus More options allow you to zoom in on a particular section or data point in a graph for a closer look. This mode can be useful for highlighting specific details or trends that may not be immediately apparent when viewing the graph at a broader level. It can also help to minimize distractions and focus your attention on the most important information.

When you choose to export data, you will have the option to select either the .xlsx or .csv file format.

What is the status type of matters: Count of all matters by status

How many matters are there over time, broken down by status: Count of all matters over time, by status, based on Date Created

What are the key matter types: Count of all matters by type

What is the Ownership Breakdown by Matters: Count of all matters by department/manager/owner, region, team, currency

What are the key task types: Count of task type

What is the status of tasks: Count and percentage of total task status

How many tasks are there over time, broken down by status: Count of tasks by status by Date Created (of the Matter)

How many tasks do matters or users have, and what are the statuses? - Matter view

Count of tasks by status by matter

How many tasks do matters or users have, and what are the statuses? - Created by view

Count of tasks by status by the user who created the task

Fees by Matter Types: Sum of all matter’s fees by matter type.

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

Volume by Matter Types

Total Matters by Type: Count of all matters by type

Litigious Matters: Count of all matters flagged as litigious

Litigious Outcomes

Internal vs External Value

Internal vs External Time

Duration

Orig. Forecast vs Curr. Budget vs Fees: Comparison between Original Budget, Current Budget, and Fees to Date on Matters where invoicing was completed in the current period.

Average Fees per Matter: Average Hourly Cost Rate on all Matters where invoicing was completed in the current period

Unbilled Fees by Matter Type: Show summary of unbilled fees on all Active

Time Recorded by Matter Type

Time Recorded by Department

Time Recorded by Staff

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 Category 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).

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 into a 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

Fees by Department: Sum of all matter’s fees to date by department

Fees by Matter Type: Sum of all matter’s fees by matter type

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).

Fee By Service Provider

Total Spend by Service Provider

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

Expenses by Service Provider

Volume by Service Provider

Activity by Service Provider

Performance

NPS Score

Original Forecast vs Current Budget vs Fees: Comparison between Original Budget, Current Budget, and Fees to Date on Matters where invoicing was completed in the current period

Average Fees per Matter: Average Hourly Cost Rate on all Matters where invoicing was completed in the current period

Average Matter Duration: Average duration (days) of Matters which were completed in the current period

Total Matters by Fee Arrangement

Total Fees by Fee Arrangement

Fee Arrangements by LSP

Fee Arrangements by Matter Type

Fee Arrangements by Department

Fee Arrangements by Owner

Total Users: Count of all users for the Org

What is the status of users? Count of users by status

What is the user activity %? % of users currently using LawVu

What is the split of activities? % of activities created by users against matters vs. contracts

What roles do users have? Count of users split into roles

How many users are there in each department? Count of users by department

How many users have been created over time? Count of users by created date

What are the most common user permission types? Count of users by permission type

What is the breakdown of activities at an individual user level? Grid breakdown of activities by user

Fees by Departments

Expenses by Departments

Volume by Departments

Unbilled Fees by Department: Shows summary of unbilled fees on all active Matters

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 the previous year.

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

Since inception: 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)

Since inception: 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).

Total Matters

Total Fees

Matters Created and Matters Due

Tasks Due

Most Active Staff: A comparison of the level of LawVu activity based on the number of Matter-based activities in the current period

Unbilled Fees by Matter Owner: Total Unbilled Fees by Matter Owner on all Active Matters

Performance