*This feature is available exclusively to Smokeball Prosper users.
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
- 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 Print or Export from the Matter Activity tab or from Activity Intelligence Area
- Print options: Select to include "Timeline" chart or list all activities. *Note: Set the date range or select a custom date range before printing to include everything you want on the report.
- Exported Activity Intelligence Report
Did you know...
- If not all your activity is listed, "refresh" to update the activity.
- Change the date range or select a custom date range using the filters available.