Stagnant Matters Report

Stagnant Matters Report

To maintain awareness of matter statuses and identify any matters that may not be progressing as they should, Users can view and export a report of matters that have not been updated in over a week, month, year, etc. 

If needed, you can also print this report directly from Thread. 

 

Viewing and Exporting Stagnant Matters 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 Stagnant Matters Report. 

 

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  1. 4. This will show you the Stagnant Matters report preview. 


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  1. 5. Click on the Filter Picture, Pictureicon, to set your preferred time range, e.g. Older Than 1 week, 1 month, 3 months, 6 months, 1 year and greater. Categories 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, Pictureto preview, or the Printer icon 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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  1. 11. The Stagnant Matters Report will automatically generate with your selected filters in your preferred format.