Matter state reports
The Matter State Reports display the number of matters converted to a particular state within a selected time period.
This data is grouped by the matter's associated template, team, fee earner or aborted reasoning.
These reports offer a quick visualisation of your matter conversions.
Use the Conversions Report to easily compare this data with previous time periods.
Building the Matter State Report
- Select the matter state you wish to report on using the main reporting menu
- (Optional) Matter Template: filter data by matters associated to a particular matter template
- Group by: choose whether the data should be grouped by:
- Matter Type: the matter's associated template
- Team: the matter's associated team
- Fee Earner: the matter's associated fee earner
- Reason (for aborted matters only): the aborted matter reasoning
- Date Range: choose the timeframe you wish to report on:
- Manually, by selecting from the two calendars
- Automatically, by selecting the downwards arrow and choosing from the pre-defined time periods
- Automatically, by selecting the downwards arrow and calculating a custom time period:
- Count: enter the amount you wish to subtract from the current date
- Day/Month/Year: choose the unit of time
- Include today/this month/this year: choose whether to include the current day/month/year within the calculation
- Apply
- Run
Save the report's configuration so it can be easily accessed moving forwards.
Understanding the Matter States Report
The bar graph displays the number of matters converted to the selected state within the time period chosen.
Matters that have been deleted are not included.
The data is grouped according to the matter's template, assigned team, fee earner or aborted matter reason, depending on the grouping chosen.
Hover over the individual bars to see the number of matters that make up the data.
Select the individual bars to access a list of matters that make up the data.
Export this data to a .csv file to perform further analysis.
