The Matter Report allows you to apply filters to your Matters list to get the data you wish to report on. Below is an explanation of each section:
To navigate to the Matter reports please follow the below steps:
- Log into InTouch
- Click on Reports (at the top)
- Click on Matters (within the list of reports available)
Choosing what to report on
'Report on ... Matters'
From this drop-down menu select the relevant Matter Template name that you wish to report on.
'and include the first ... in the report below'
From this drop-down menu select the primary stakeholder you wish to be displayed in the report below after tweaking your viewing options (see below).
After you have finished applying the required filters, click Run Report to generate the table. This should appear below.
Adding Additional Filters
You can add additional filters to the above if you want to get more in depth with the reporting module. Below is an explanation on how to do this:
- Click on the "Add Filter"
- Click on the relevant filter that you wish to apply (explained below)
- Add as many as you wish
- Click on Run Report to apply your new filter's
Matter Reference Filter
This filter will allow you to display the Matter's by their unique Matter reference. Simply type in any combination of letters and numbers in the correct order that match your Matter's references.
Matter State Filter
This filter will allow you to display the Matter's by their state. A Matter's state is defined by 6 different categories. You will only have the ability to chose one per report.
This filter will allow you to display the Matter's by their Tasks and whether they have been completed within their given time frame. In the first box chose which task you wish to use from the list and in the second whether they were completed or not in time. You can chose as many of these filters you want.
This filter will allow you to display the Matter's by their data. In the first box chose the Custom Field you wish to use, in the second box select the rule you wish to apply to the custom field and in the third put in the value you wish to report on. This needs to be exact. You can chose as many of these filters you want.
This filter will allow you to display the Matter's by their Stakeholder's. In the first box chose the type of Stakeholder you wish to report on, in the second box chose the identifier for the Stakeholder, in the third box select the rule you wish to apply to the previous two and in the fourth put the value you wish to report on. This needs to be exact. You can chose as many of these filters you want.
Deleting Additional Filters
To delete any additional filters you may not need please follow the steps below:
- Click on the Matter's Report
- Locate the list of filter's that have been added
- Click on the X to the right of the Filter you wish to delete
The Viewing Options button will display once the table has been generated. You can chose which fields you wish to see within the report below after you have filtered them. After clicking the button, a new window will open with a list of fields you can tick. All fields are contained within groups which are explained below:
These are fields that are only specific to the Matter itself.
These are a list of Custom Fields that are created from your firm's requirements. If the data has been populated for that matter it will display in the report.
Contact information can be bespoke or standard. This information is specific only to the stakeholder.
Data Time Frame
By default, the table 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 table, 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 table.