The Matter Comparison by Location Report provides a detailed breakdown of matter categories by location.
Generating the Matter Comparison by Location Report
Follow these steps to access and customize the report:
Navigate to the Report Page:
Go to Reports > Matter Comparison by Location in the main application.
Select a Matter Category:
Choose a Matter Category, and the report will auto-populate with the corresponding locations.
Customize the Date Range:
Use the date picker to select the time period relevant to your report.
Filter by Location (Optional):
Use the Location box to filter for specific locations.
To select multiple locations, use Ctrl + Click (Windows) or Cmd + Click (Mac).
Customize Report Fields (Optional):
Use the Columns box to choose which fields to display in the report.
Select multiple columns using Ctrl + Click (Windows) or Cmd + Click (Mac).
Download the Report (Optional):
Click the Export button to download the report as an Excel (XLSX) file for further analysis.
Example Report View
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