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.
Viewing and Exporting Stagnant Matters 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 Stagnant Matters Report.
4. This will show you the Stagnant Matters report preview.
5. Click on the Filter
icon, 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.
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 Stagnant Matters Report will automatically generate with your selected filters in your preferred format.
Related Articles
Matter Deletion Report
Here you will find a record of all deleted matters and who they were deleted by. You can filter the report by matter owner and by date range. If needed, you can also print this report directly from Thread. Viewing and Exporting Matter Deletion Report ...Matter Status Changes Report
With Thread, you can easily produce a record of Matters opened, closed or archived within a particular date range. If needed, you can then print this report directly from Thread. Viewing and Exporting Matter Status Changes Report 1. Click the Reports ...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. ...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 ...Top 20 Matters by Time Report
This report enables you to keep track of Matters with the most logged time in a particular time range. Users can also apply filters to report by matter owner and category. If needed, you can also print this report directly from Thread. Viewing and ...