A set of predetermined reports are located in the Report workspace.
Available report topics 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:
- Click on the Reports menu
- In the Report workspace, select your preferred report from the list
- Click on the Add button
- In 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.