Matter Owner Utilisation Breakdown Report
Keep track of your team's workload and ensure that work is being distributed fairly. This report will provide details of Open Matters across Matter Owners. You can produce results for a particular time range, in specific categories or all categories. You can also refine your search to show matters at a particular Stage (e.g. pre-trial, post-trial) and Status (open, closed, pending closed, archived) and reflect the total logged time per matter.
Viewing and Exporting Matter Owner Utilisation Breakdown Report
1. Click the Reports icon in the bottom left pane of Thread.
2. The Management Reports tab will show by default.
3. Select the Matter Owner Utilisation Breakdown Report.
4. This will show you the Matter Owner Utilisation Breakdown report preview.
5. Click on the Filter
icon, to set your preferred From and To date range, matter Stage, Matter Status, matter Owner and Category.
6. Select View Report in the bottom right corner.
7. Click on the Print Preview icon
to preview, or the Printer icon
to print.
8. You can apply a search term, if required.
9. Any search term applied will be highlighted in the report for your convenience.
10. You can also export this report in PDF, Excel or HTML format, according to your preference.
11. The Matter Owner Utilisation Breakdown Report will automatically generate with your selected filters in your preferred format.
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