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Using report filters

  • Updated

Understand how to use report filters effectively to get the information you need.

Xakia has a wide range of filters to help you build a report that reflects the information you need. These filters will vary based on the report in question, but are essentially captured in four sections:

Who

These filters allow you to limit the matters included in your report based on:

  • Who is working on the work reflected in the report
  • Who the work is for
  • How it is being resourced
  • Which corporate entities or third parties are tagged on the matter

Status & Dates

These filters allow you to include matters of specific status levels and/or within a specified date range. 

What

These filters allow you to limit the matters included in your report based on:

  • Categories/sub-categories
  • Work types of matters to be included
  • Hashtags that have been included on the matter

Qualitative

These filters allow you to select matters of specific qualitative fields.

All fields are multi-select, so you can include one or more of the options in each field.

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.