Learn how to print or export Activity from an individual matter.
This is a helpful way to:
- Show a client everything completed over time or a custom date range
- Create an itemized list of completed activities to make sure everything is billed correctly
- Use as a business analytic tool to know how much work you are completing for your rate
Print or export activity for a matter
To print or export a list of activities within a matter:
- Open the matter file and select the Activity tab.Â
- Select Print or Export from the matter action bar.
- When you select Print, the timeline and list of activities are shown in a new window. Tick the box next to Show timeline if you wish to display the timeline chart in the print-out.
- You can preview the report in single page mode, two page mode or scrollable mode.
- Select Print once you are ready to print.
- You can preview the report in single page mode, two page mode or scrollable mode.
- When you select Export, the list of activities are saved to your computer as a .CSV file.Â
Print or export activity for all matters
To print or export a list of activities for all matters:
- Select Activity from the left menu on the Smokeball desktop app.
- Select Print or Export from the Smokeball toolbar.
- When you select Print, the timeline and list of activities are shown in a new window. Tick the box next to Show timeline if you wish to display the timeline chart in the print-out.
- You can preview the report in single page mode, two page mode or scrollable mode.
- Select Print once you are ready to print.
- You can preview the report in single page mode, two page mode or scrollable mode.
- When you select Export, the list of activities are saved to your computer as a .CSV file.Â