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 Exporting Top 20 Matters by Time 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 Top 20 Matters by Time Report.
4. This will show you the Top 20 Matters by Time report preview.
5. Click on the Filter
icon, to set your preferred From and To date range, Matter Owner, Category, and Language.
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, and you can click on any matter name to open the matter in a new tab.
10. You can also export this report in PDF, Excel or HTML format, according to your preference.
11. The Top 20 Matters by Time Report will automatically generate with your selected filters in your preferred format.
See also Value for Time Spent Report and Time HistoryRelated Articles
Billable Time Report
The Billable Time Report can be viewed based on the matter, client, category or bill status, within a particular date range. If needed, you can also print this report directly from Thread. Viewing and Exporting Billable Time Report 1. Click the ...Value for Time Spent Report
The Value for Time Spent report provides a breakdown of all billable vs non-billable time spent on matters, including value for billable time vs billed time. If needed, you can also print this report directly from Thread. Viewing and Exporting Value ...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 ...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 ...