Inbound Enquiries Reporting
Export Matter History Report
1. Open the Inbound Enquiries matter in Thread.
2. Click on the Matter History icon
(located beside the Calendar icon, in the top right corner of the matter).
3. Select from the Drop-down menu whether you wish to view Recent activities or All activities.
4. Recent activities will always show activities from the last 2 weeks.
5. All activities will allow you to choose a date period for which you wish to see actions that happened, or view all.
6. Click the
icon to view specific users' actions within the matter. Search users or select their name(s) from the drop-down menu and click Apply.
7. Set your preferred filters, to show only particular types of activities, e.g. Matter details, Documents, Email, Call Log etc.
8. Use the search bar to look for activities by the lead/prospects name.
9. To export a Matter History Report (in excel format), click the Export
icon in the top right corner. Excel file will download to your device.
10. Expand or collapse a day or month to focus on specific items by clicking anywhere on the month or day bar.
11. Click on the info icon on the top right of the History window to see a description of all Matter History icons:
Hovering over any of the icons will also show the description of that icon e.g. Document added (Email), Bill Issued, Email added (Import), etc.
User choice of Recent/All activities and filters applied will be remembered throughout matters until changed.
Prepare Lead Activities Report
1. Prepare excel report. Columns D and E reflect the user action and the details of the action.
2. Click Data in top toolbar of excel to set filters and view by Date & time, User, Object (e.g. Task, Email, Call log, etc.), User action (e.g. Task completed, email sent, etc.), and Info (further details of the actions taken).
3. After you have prepared your excel report, save/close and upload it to the Thread matter Inbound Enquiries.
4. Rename it appropriately, e.g. Inbound Enquiries Report (Month Year):
Tasking report to relevant users for updating
1. Click the Documents tab of the Inbound Enquiries matter, on the top bar.
2. Click on the Assignee column of the report document that you wish to assign to a user.
3. A pop-up window will open for you to fill in relevant details. The task will be automatically linked to the Inbound Enquiries matter, and the document you are assigning. You can assign the task to one or multiple team members by including their names in the Assign to field and clicking Apply.
4. Once finished, click Save.
If separate document review tasks for each user are required, be sure to select Create multiple tasks in the bottom left corner.
Each user will be assigned a separate task that they can work on and update once finished.
If you have Task subjects set up through Admin Settings, they will appear in the Subject drop-down menu.
5. The document will now show up in the Document review tab in the To-do list menu.
Provided the leads are linked to the Inbound Enquiries matter, you can also export a report of all Leads and their contact details, if required.
See also: Document Review, Creating Tasks and Manage Matter Contacts.Related Articles
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