Accessing the Phase Analysis by Firm Report
Follow these steps to generate and analyze your Phase Analysis by Firm report:
Navigate to the report page:
Go to Reports > Phase Analysis by Firm within the main application.
Apply Filters to Customize the Report:
Matter Category: Select the category relevant to your analysis.
Date Range: Define the time period for review.
Phases: Choose specific matter phases to analyze.
Firms: Select one or multiple firms to compare their performance.
Apply the Selected Filters:
Click the Update Filter button to generate the report based on your selections.
Download the Report (Optional):
Click the Export button to download the report in Excel (XLSX) format for further analysis.