Stakeholder report

The Stakeholder Report allows you to apply a series of filters to a Stakeholder of a specific Matter Template, then generate a report in a table format. These filters are applied via a series of drop-down menus and text fields. Each is explained below;

  1. Show me a list of ............ - From this drop-down menu, select the name of the relevant Stakeholder type.
  2. For the ............ Matter Template - From this drop-down menu, select the name of the relevant Matter Template.
  3. Where the Matter Reference contains ............ - Enter into this text field letters, numbers or symbols to filter between Matter References. If left blank, no filter will be applied.
  4. The Matter state equals ............ - From this drop-down menu, select the relevant Matter state. By choosing Any, no filter will be applied.

After applying the required filters, click Run Report to generate the table.

Adding Additional Filters

+ Add Data Filter

To add an additional data filter, click the + Add Data Filter button. Three new fields will now appear;

  1. First drop-down menu - select the name of the relevant Custom Field.
  2. Second drop-down menu - select the rule that should be applied to this Custom Field.
  3. Text field - enter the required value. Only if the value correlates with the Custom Field's rule will the Matter be included in the report.

To delete this additional data filter, click X.

+ Add Stakeholder Filter

To add an additional Stakeholder filter, click the + Add Stakeholder Filter button. Four new fields will now appear;

  1. First drop-down menu - select the name of the relevant Stakeholder type.
  2. Second drop-down menu - select the relevant Contact Field Definition.
  3. Third drop-down menu - select the rule that should be applied to this Contact Field Definition.
  4. Text field - enter the required value. Only if the value correlates with the Contact Field Definition's rule will the Matter be included in the report.

To delete this additional Stakeholder filter, click X.

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.

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