Matter Comparison by Location Report Matter Comparison by Location Report

Matter Comparison by Location Report

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:

  1. Navigate to the Report Page:

    • Go to Reports > Matter Comparison by Location in the main application.
  2. Select a Matter Category:

    • Choose a Matter Category, and the report will auto-populate with the corresponding locations.
  3. Customize the Date Range:

    • Use the date picker to select the time period relevant to your report.
  4. 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).
  5. 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).
  6. 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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