You can 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 properly gets billed
- Use as a business analytic tool to know how much work you are completing for your rate.
Print or Export an Activity
Select the Print or Export button from the Matter Activity tab or from Activity view.
Print options: Checkmark Show timeline to show a visual chart or leave it unmarked to just print a list of all activities.
Note: Set the date range or select a custom date range before printing to include everything you want on the report.
If you choose to export Activity, you will receive a prompt to name the CSV file and choose a destination folder on your computer. Once you have selected your folder and named the file, select Save.
Open the saved file to view it in Excel:
Did You Know
If not all your Activity is listed, select the blue Refresh link for an update.