Overview report
The Overview Report allows you to report on the number of matters assigned to a particular state within the defined timeframe.
It's formatted as a colour-coded line graph. Each line represents one of the following matter states;
- Lead
- Opened
- Completed
- Aborted
- Change the timeframe using the calendar icon in the right hand corner
- Hover over the circles within the lines to display the number of Matters that make up the data.
- Click on a Matter State in the legend below the graph to filter it out.
Click Export to download the data in a .csv file.