Reports are located on both the ‘Report’ workspace. Available reports include:
- Deliverables due
- Total expenditure by supplier
- Average per matter by supplier
You can hover over a report for a tooltip to provide more information about the report.
To run a report:
- From the main menu, select ‘ Reports’ menu option
- In the ‘Report’ workspace, select your preferred report from the list
- Click on the ‘Add’ button
- On the ‘Report parameters’ workspace, select your chosen data parameters to run the report
- Click the Apply button to generate the report
- To export to a different file type, click on the ‘Export to csv’ button
You can add multiple reports to your display by adding more reports and applying your chosen parameters.