Overview report

The Overview Report displays a colour-coded line graph. Each line represents one of the following Matter states;

  • Leads
  • Opened
  • Completed
  • Aborted

Each Matter state is listed beneath the line graph. By clicking on a state, its data will be hidden.

Data Time Frame

By default, the line graph will display data collated from the last 90 days. For guidance on amending this, please refer to Date Range.

Exporting the Data

To export the data collated in the line graph, click Export in the top-right corner of your interface. The data is exported as a .csv file and can be opened with Microsoft Excel. Note that it is the data that is exported, not the line graph.

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