Print or Export AI Reports
You can print or export Activity Intelligence from the main Activity Intelligence Area or from an individual matter. This is a helpful way to show a client everything completed over time or a custom date range for them, have an itemized list of completed activities to make sure everything properly gets billed, or as a business analytic tool to know how much work you are completing for your rate.
Select Print or Export from the Matter Activity tab or from Activity Intelligence Area
Print Activity Intelligence Report
*Note: Set the date range or select custom date range before printing to include everything you want on the report
A: Choose to show or hide the timeline chart in your report
B: You can preview the report in single page mode, two page mode or scrollable mode
Exported Activity Intelligence Report
Did you know...
If not all your activity is listed, "refresh" to update the activity
- You can easily change month or select custom date range by clicking on text