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.