Matter Comparison By Firm Report: For Clients

The "Matter Comparison By Firm" report will allow you to view a breakdown of a particular matter category sorted by firm. 

1. To begin select a Matter Category. This will auto-populate the report below with the relevant firms:

2. You can customize the date range associated with this report to refine your search. Use the date picker to select two dates relevant to your report:

3. Use the Firm box to filter for the firms you want to view in the report (Ctrl + Click to select multiple):


4. You can use the Columns box to select which fields you want included in the report (Ctrl + Click to select multiple):

5. Once you're happy with the preview of the report you can use the "Export" button to download an excel spreadsheet of the data.



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