Phase analysis by firm

Accessing the Phase Analysis by Firm Report

Follow these steps to generate and analyze your Phase Analysis by Firm report:

1. Navigate to the report page:

   • Go to Reports > Phase Analysis by Firm within the main application.

2. Apply Filters to Customize the Report:

   • Matter Category: Select the category relevant to your analysis.
   • Date Range: Define the time period for review.
   • Phases: Choose specific matter phases to analyze.
   • Firms: Select one or multiple firms to compare their performance.

3. Apply the Selected Filters:

   • Click the Update Filter button to generate the report based on your selections.

4. Download the Report (Optional):

   • Click the Export button to download the report in Excel (XLSX) format for further analysis.