Weekly key dates report

The Weekly Key Dates Report displays the number of matters with a custom date due within a defined time period.

Tip

This allows you to easily track your teams critical deadlines, such as the number of exchanges and completions, helping you to manage workloads.

Building the Weekly Key Dates Report

1. (Optional) Matter Template: filter data by matters associated to a particular matter template
2. Key Date: choose the Custom Field you wish to view data on

Note

Only Custom Fields of a Date or Date/Time Type will be available

3. (Optional) Team: filter data by matters associated to a particular team
4. Date Range: choose the timeframe you wish to report on:
5. Manually, by selecting from the two calendars
6. Automatically, by selecting the downwards arrow and choosing from the pre-defined time periods
7. Automatically, by selecting the downwards arrow and calculating a custom time period: 1. Direction: choose whether you wish to view data from a past or future timeframe 2. Count: enter the amount you wish to subtract from the current date 3. Day/Month/Year: choose the unit of time 4. Include today/this month/this year: choose whether to include the current day/month/year within the calculation 5. Apply
8. (Optional) Exclude Team / Fee Earners with no data: choose to remove any teams and fee earners that have no applicable data
9. Run

Note

Save the report’s configuration so it can be easily accessed moving forwards.

Understanding the Weekly Key Dates Report

Line Graph

The line graph displays the number of matters with the chosen date field set within the selected time period.

Note

Matters that have been aborted or deleted are not included.

Each Fee Earner is represented by a different coloured line within the graph.

Hover over the data points to view the number of matters that make up the data.

Select from the fee earner key to temporarily remove a fee earner’s matters from the graph.

Tip

This is helpful if you are only interested in looking at a particular team or fee earner’s data.

Table

The table displays the number of matters with the chosen date field set within the selected time period.

The timeframe is divided into weeks, and the matters broken down by the associated fee earner.

Totals are provided for each fee earner, each week and the time period as a whole.

Select the numbers within the table to view a list of matters that make up the data.

Tip

E xport this data to a .csv file to perform further analysis.