This article explains how to use the Reports feature in the Matter Management module.

About Reports

This feature helps you understand what’s happening across your matters by turning your data into clear, easy-to-read insights.

With Reports, you can:

See the status of ongoing matters across your team to can assign work and spot risks early
Track how new and completed matters change over time, and review each member’s workload and performance
Track how long matters take to complete and how quickly first responses are sent, so you can see how response speed changes over time

Requirements

User type:

Reports have three tabs. Use them depending on what you want to see to help assign work and improve your team’s workflow.

See past activity, such as how many matters were created and how many each member handled.

For details, see “View Reports (Volume)”.

b: Speed

See how long each matter takes and how much time each team member spends, so you can better understand how work is handled.

For details, see “View Reports (Speed)”.

See what everyone is working on now and how many matters are unassigned.

For details, see “View Reports (Workload)”.

⚠️Note:

Reports only include matters you have at least Viewer access to. As a result, the numbers may differ depending on who is viewing the report.

Check for unassigned matters and see if anyone is at risk of missing deadlines. Use this to assign work and follow up as needed.

Compare the number of new and completed matters from last month with past periods to understand changes in workload.

Check if requests from a specific department are increasing, and adjust your team setup or improve coordination.

Use data like completed matters (quantity) and on-time delivery (quality) to support your feedback.

Check if work is unevenly distributed across the team and adjust assignments as needed.