Tasks breakdown report

The Tasks Breakdown Report allows you to view the conditions that make up your completed tasks.

This report is great to use if you wish to compare the number of different users completing matter tasks.
This report will only show data for matters in the Lead or Open state.
  1. Choose the date you would like to gain data on, which will output:
    1. The selected date
    2. The week the date falls within
    3. The month the date falls within
  2. Choose which matter template you'd like to report on
  3. Select the task you'd like to gain data on
  4. Optional: Choose a custom data field to be included within the results

The data is presented in a table with information on:

  • Which user completed the task
  • In which team the user belongs to
  • Which Fee Earner the matter belongs to
  • Which team the matter belongs to
  • Any data recorded against the chosen custom field

Click on the numbers within the table, to view the list of matters that make up the data.

If you wish to remove any of the above from the report, select the cross icon. 

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