Activity Intelligence - Print or Export

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Print or Export Activity Intelligence

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.

Print or Export Activity

1. Select Print or Export from the Matter Activity tab or from Activity Intelligence Area

2. Print options: Select to include "Timeline" chart or list all activities. *Note: Set the date range or select custom date range before printing to include everything you want on the report

3. Exported Activity Intelligence Report

Did you know...

    • If not all your activity is listed, "refresh" to update the activity

  • How to Change date range or select custom date range

 

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