Reports
How To export a Fees Paid Report
Viewing and Exporting Fees Paid Report 1. Click Reports on the left side pane of Thread. 2. Click Management Reports from the drop-down menu. 3. On the Managements Reports page, Select Fees Paid in a time period and set preferred From/To Date ...
Excel tips & tricks with Thread reports
All Thread reports, whether from the Reports page, or using Export option wherever available, can be exported to an Excel spreadsheet. When you open the report in Excel, there are many ways you can utilise the data further using various Excel ...
How To: Client Time History
The File Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on files and the cost of time spent, based on users hourly rates. Client Time History Reports can be viewed based on ...
How To export an Archived Matters Report
Viewing and Exporting Archived Matters Report 1. Click Reports on the left side pane of Thread. 2. Click Management Reports from the drop-down menu. 3. On the Managements Reports page, Select Archived matters and set preferred From/To Date filters: ...
Searching for files & exporting file list
Users can search files and export a list of all files whether open, closed or archived or a particular category of files and even file created within a certain timeframe. 1. Click Files in the left pane. All open files will show by default 2. Set ...
How To: File Reports
The File Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on files and the cost of time spent. File Reports can be viewed based on the specific file owner, all file owners and a ...
How To: Task Reports
Thread can automatically generate reports listing all tasks that have been created on the application. The report includes the name of the task, the subject, the file code (if linked to a file), the due date and time, a description, the status, and ...
Time Reports
The Time Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on Thread, and how much time they have spent on individual files. Time Sheet Reports can be viewed based on the user ...
Exporting Time on Files
With Thread, you can print and export time you have spent on a file to a PDF or an Excel document. This document will include the amount of time you have spent on file activities, the rate, the time type, and the value of the time spent. 1. Click ...
Viewing Key Dates Across Files
You can view all key dates on files across your organisation in the Key Dates page of Thread. You can view key dates by type, by file owner, by category, by office location, and within a certain date range. If you wish to export your selection, click ...