Choose from a wide range of simple to complex reports to help you understand, communicate and optimize your Legal Department's role within the business.
To access reports:
- Click on 'Analytics' in the top navigation bar
- Click on 'Reports' from the drop-down menu
You will find a selection of reports available from the left hand menu:
- Analysis reports
- List reports
- Management reports
Some reports have restricted access, which will be determined in your permissions.
On the left hand side of your screen, you can select the report type you wish to generate and use the filters on the right hand side of the screen to determine the data you wish to include.
Once selections have been made, click the 'Run' button in the top right hand corner of the report window to generate and view your report. If your filters are not correct, or the type of report needs to change, simply change your selection and click 'Run' again.
Any matters listed will:
- Exclude confidential matters to which you do not have access
- Where confidential matters are listed, they will be marked 'Confidential' in the title
Reports may be printed or downloaded into a PDF document at any time.
You can set up automated reports to be delivered directly to your inbox. Learn more about automated reports here.
If you require more information or support, you can get in touch with the Support team here or email email@example.com.