The Matters Reporting feature provides valuable metrics and dashboards that offer insight into your legal department's workload, types of work, and time allocation.
These insights help legal teams:
Prioritize and manage workloads more effectively
Identify trends and patterns in legal work
Demonstrate the value of legal efforts to the broader business
In this article:
Overview
Access the Matters Reports by clicking the Reporting icon and navigating to the Matters section.
Note: If you don't see the Reporting icon, contact your Administrator to enable this permission for your account.
The Matters Reporting page is divided into two sections:
Matters
Tasks
Matters
You can view summary reports across:
All time
Custom date ranges
Annual breakdowns
Specific months or relative date ranges
You can also filter matter reports by:
Matter Status
Matter type
Region
Department
Team
Manager
Owner
Check out these best practice reports for matters.
Tasks
By default, no due date filter is applied, so all tasks will be displayed, including those without a due date.
To filter by due date, use the dropdown menus in the filter section. Keep in mind that this will only display tasks that have a due date assigned.
To clear the due date filter, hover over the 'Month' dropdown. When the "Clear selections" eraser icon appears, click it to remove the filter.
You can also filter tasks reports by:
Matter type
Matter
Task type
Team
Assignee
Task Status
Due Status
What’s the difference between Task Summaries on the Matters tab and the reports in the Tasks tab?
Task Summaries on the Matters tab are directly linked to the Matter’s created date, maintaining a consistent connection between the matter and its associated tasks. This helps preserve context when reviewing workload tied to specific matters.
Task reports on the Tasks tab, on the other hand, are not tied to the matter’s created date. This allows for a more flexible, standalone view of tasks,such as those that are past due, currently due, or upcoming, regardless of when the matter was created.
Drill deeper into your reports
Right click on a graph to drill through to see a table of the data:
Select the Ellipses icon to Export any graph as a .xlsx or .csv file.
Easily sort, filter, view data as a table or graph, and delve into detailed reports to find the insights you require.
You can save the Matters reports as a PDF file to preserve the current report view. You also have the option to download all pages, merging data from Matters, Contracts, and Spend sections into a single PDF document.
Check out the Navigation tips section available here to learn more useful tips on how to work with these metrics.