How to Report on Matter Groups

Admin users can also view matter groups by accessing the matter management tab:

Here you can see all of the matter groups created for your organization. This page will also show you total spend amount (for all time) for all of the matters in that group:

If you require additional details, you can click on a specific matter group. This will take you to a page showing you the total spend details for each specific matter in the group:

You can also click on the Financial Data tab to see a breakdown of spend by month according to the invoice date:

You can also report on matter groups in the All Matters and the Matters Spend reports in Report Builder.