Matter Reports enables you to acquire insights into your company as well as analyze and find key information from your matters in Docketwise.

Click here to learn more about our other types of reports in Docketwise.

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Types of Matter Reports

There are several reports that you may run on the Matters Report depending on how you want the information to be presented in Docketwise.

Matters Over Time

The Matter Over Time report displays data related to Matters created over time on your Docketwise account.

  • Displaying Data From: Matters

  • Results Organized By: Displayed in reverse-chronological order

  • Primary Columns: Tittle, Client, Description, Updated, Priority date status, Assignees, Type, and Status.

  • Additional Available Columns: Applicant, Preference category, and Priority date

  • Filters Available: Matter types, Matter Statuses, Active or Archived, Assignees, Date created, Late Status, and Filter by attributes (available only to Suite subscribers)

Matters by Type

The Matters by type report displays data related to matter type on your Docketwise account.

  • Displaying Data From: Matters

  • Results Organized By: Displayed in reverse-chronological order

  • Primary Columns: Tittle, Client, Description, Updated, Priority date status, Assignees, Type, and Status.

  • Additional Available Columns: Applicant, Preference category, and Priority date

  • Filters Available: Matter types, Matter Statuses, Active or Archived, Assignees, Date created, Late Status, and Filter by attributes (available only to Suite subscribers)

Matters by Status

The Matters by status report displays data related to matters on your Docketwise account and is separated by the status with which it is related.

  • Displaying Data From: Matters

  • Results Organized By: Displayed in reverse-chronological order

  • Primary Columns: Tittle, Client, Description, Updated, Priority date status, Assignees, Type, and Status.

  • Additional Available Columns: Applicant, Preference category, and Priority date

  • Filters Available: Matter types, Matter Status, Active or Archive, Assignees, Date created, Late Status, and Filter by attributes (available only to Suite subscribers)

Matters by preference category

The Matter by preference category report displays data related to your firm's matters that are included by each preference category.

  • Displaying Data From: Matters

  • Results Organized By: Displayed in reverse-chronological order

  • Primary Columns: Tittle, Client, Description, Updated, Priority date status, Assignees, Type, and Status.

  • Additional Available Columns: Applicant, Preference category, and Priority date

  • Filters Available: Matter types, Matter Status, Active or Archive, Assignees, Date created, Late Status, and Filter by attributes (available only to Suite subscribers)


Creating a Matter Report

To run a Matter report, you will need to follow the steps below:

  1. From the Docketwise dashboard, click the Create New ▼ button

  2. Choose the Report option

  3. Choose the Matter category

  4. Choose the specific matter report that you would like to create


Applying Filters to Matter Reports

Once you have created a new report, you can add filters to your report. The filters available will vary depending on the report being run.

In order to use a filter, simply select the filters that you would like to apply and click the Update button.

Adding Custom Columns to Matter Reports

All the different Matter Reports can be customized.

In order to start customizing your Reports, you will first need to:

  • Navigate to the Report Type that you would like to customize

  • Click the ⚙️ Gear Icon

After clicking on the ⚙️ Gear Icon, you can then edit your Dashboard's columns by

  • Adding columns

  • Removing columns

  • Reordering columns

Adding Columns in Matter Reports

To add a column to a report, simply check the box on the left side of the column’s name under Available Columns and save your changes.

Removing Columns in Matter Reports

To remove a column from the Dashboard, simply uncheck the box on the left side of the column’s name under Selected Columns and save your changes.

Reordering Columns in Matter Reports

To reorder your columns for the Dashboard, simply drag and drop the column values under Selected Columns and save your changes.


Exporting a Matter Report to a CSV File

After you have created a matter report, you are able to export it to a CSV file, which can then be saved.

In order to export the report, you will simply click the Export button, which will download the report to a CSV file.

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