The Matter Comparison by Firm Report provides a detailed breakdown of matters categorized by firm.
Generating the Matter Comparison by Firm Report
Follow these steps to access and customize the report:
Navigate to the Report Page:
Go to Reports > Matter Comparison by Firm in the main application.
Select a Matter Category:
Choose a Matter Category, and the report will auto-populate with the relevant firms.
Customize the Date Range:
Use the date picker to select a time period for analysis.
Filter by Firm (Optional):
Use the Firm box to filter for specific firms.
To select multiple firms, hold Ctrl + Click (Windows) or Cmd + Click (Mac).
Customize Report Fields (Optional):
Use the Columns box to choose which data fields to include.
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.