Matter Comparison by Firm Report

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:

1. Navigate to the Report Page:

   • Go to Reports > Matter Comparison by Firm in the main application.

2. Select a Matter Category:

   • Choose a Matter Category, and the report will auto-populate with the relevant firms.

3. Customize the Date Range:

   • Use the date picker to select a time period for analysis.

4. 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).

5. 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).

6. Download the Report (Optional):

   • Click the Export button to download the report as an Excel (XLSX) file for further analysis.