Report filters include multi-select and entities & parties
This release includes the following:
- Report filters with multi-select - whether it is a Division or Category, size or risk profile, you can select multiple options on any field to allow you maximum flexibility on your reporting. Knowledge article on report filters here.
- Report filters include entities and parties - do you need to find all matters with a particular party? Or with one of your corporate entities? Now you can use the filters under 'Who' to find those matters. Knowledge article on report filters here.
- Custom reports in Excel format - custom reports can now be built in excel format. Knowledge article on custom reports here.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email firstname.lastname@example.org.