Report Data Widget

Report Data

To view Report Data widgets, navigate to Dashboard tab and click Show/Hide Widgets on the right. Select a Report Data widget. You can add up to 4 widgets of this type.

Report Data widget displays information based on previously generated reports.

Select Profile, Clients and Report in the dropdowns to specify which report you would like to view.

Click on the chart to load all its layers – Total, Client, Matter, Workspace.

The table below the chart shows detailed report information for the corresponding part of the layer.

Hover on the specific part of the chart to see the report total for the related report, Client, Matter or Workspace.

Note: To be able to view the Workspace layer, you should be viewing a report with a Workspace Breakdown. Respectively – to be able to view the Matter layer, you should be viewing a report with a Matter or a Workspace Breakdown.

Was this article helpful?

No 0