Generating a detailed event report is a streamlined process designed to help you track productivity and case progress. Follow these steps to pull your report in just a few clicks.
Step-by-Step Instructions
Locate and click the Reports tab in the left-hand navigation pane.
Under the Productivity Reports section, select the Event Report.
In the top-right corner, click Customize Report. You can tailor the output by:
Filtering: Narrow down results by Client, Case, Lead Attorney, Originating Attorney, Practice Area, Office, Case Status, or Date Range.
Column Selection: Adjust which data columns are displayed to focus on what matters most.
Sorting: Organize rows—the default is Start Date, with the oldest entries on top.
Grouping: Categorize events by Billing Type, Case, Case Stage, Case Status, Client, Date, Event Type, or Firm User.
Calculations: Run automated calculations on any numerical data fields.
Once you have customized the report to fit your needs, click Run Report.
Once the report is generated, click the More button to print, export, refresh, or save your report.
What You’ll See
The report displays each event in a dedicated row based on your selected filters. By default, the data is organized to provide a clear, chronological overview of activities, ensuring you have an accurate snapshot of firm productivity.
Key Features at a Glance
Feature | Benefit |
Advanced Filtering | Narrow down results to specific attorneys or date ranges to eliminate noise. |
Custom Grouping | Analyze data by case stage or billing type for deeper operational insights. |
Automated Calculations | Save time by letting the system handle numerical totals and summaries. |