New integrations and reports released!
You may want to sit down for this, because our Slack and Teams integrations are here! Plus, Custom Logs reporting now available and the Executive Summary Report has been added to our New Reports engine with some nifty enhancements.
🚀 NEW: Slack & Teams integration
To help you quickly keep an eye on things from your Slack account, we’ve added a Slack and Teams integration with Xakia. The Slack and Teams integration aims to improve team co-ordination and gain greater visibility to all legal matters in real time.
This integration sends the following notifications with a link to Xakia to shared channels in Slack/Teams:
- Matters created
- New legal intake request received
Check out our knowledge base articles to learn how to set up Teams and Slack.
🚀 NEW: Custom Logs reporting
Export data from your Custom Logs into an Excel spreadsheet in seconds. Simply navigate to your Custom Log from ‘Logs & Libraries’ in the top navigation menu, click on the ‘Actions’ button and ‘Export List’.
💖 NEW: Executive Summary Report added to new reports
The Executive Summary Report has now been added to our new reporting engine with some additional enhancements:
- Configurable to suit your needs
- Ability to select up to 15 fields for charts
- Select between a pie or bar chart, or a bar chart – stacked for risk
- Include or exclude points comparison
- See the number of matters that were in active status and those that were awaiting action each day
Try it out for yourself by navigating to Analytics > Reports > Reports (New) from the top navigation menu. Click on ‘Analysis Reports’ from the left hand panel and select ‘Executive Summary’ from the drop-down list.
If you require more information or support, you can get in touch with the Support team here or email firstname.lastname@example.org.