Matter Owner Utilisation Summary Report

Matter Owner Utilisation Summary 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 and specific matter categories or all categories.  

 

Viewing and Exporting Matter Owner Utilisation Summary Report 

  1. 1. Click the Reports icon in the bottom left pane of Thread. 

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  1. 2. The Management Reports tab will show by default. 

 

  1. 3. Select the Matter Owner Utilisation Summary Report. 

 

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  1. 4. This will show you the Matter Owner Utilisation Summary report preview in graph format. 


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     5. Click on the Filter Picture, Picture, Picture, Picture, Pictureicon, to set your preferred From and To date range, matter Category and Matter Owner. 

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  1. 6. Select View Report in the bottom right corner. 

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  1. 7. Click on the Print Preview icon Picture, Picture, Picture, Pictureto preview, or the Printer icon Picture, Picture, Picture, Pictureto print. 

 

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  2. 8. You can apply a search term, if required. 

 

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  1. 9. Any search term applied will be highlighted in the report for your convenience. 

 

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  2. 10. You can also export this report in PDF, Excel or HTML format, according to your preference. 


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  2. 11. The Matter Owner Utilisation Summary Report will automatically generate with your selected filters in your preferred format.