Running Reports

FluentCase provides comprehensive reporting capabilities to help you analyze and understand your firm’s operations. Generate detailed reports on productivity, contacts, mailing activities, and access and security metrics.

Available Reports

Staff Productivity

To generate a staff productivity report:

1. Select a date range for the report period
2. Select staff members to include in the report
3. Select metrics to include (activities created, tasks created, tasks updated, tasks completed)
4. Click Preview to view the report
5. Click Excel Download to save an Excel version of the report to your computer

Tasks Per Case Matter

To generate a tasks per case matter report:

1. Select a date range for the report period
2. Select case matter status to filter matters
3. Click Preview to view the report
4. Click Excel Download to save an Excel version of the report to your computer

The preview lists each matter with its Status, Total Tasks, Incomplete, Complete, and Last Updated columns, and shows up to 1,000 matters. Click a column header to sort the preview. For more than 1,000 matters, use Excel Download.

Matter Mailing List

To generate a matter mailing list report:

1. Select matter status to filter matters
2. Optionally select staff under Include Matters Assigned to Staff or Exclude Matters Assigned to Staff
3. Optionally select “Only include clients with a primary address”
4. Click Preview to view the report
5. Click Excel Download to save an Excel version of the report to your computer

The report lists the primary party (client) on each matter, with address, email, and phone. It does not include other parties such as adjusters or physicians. To build a list of those contacts, for example to announce an office move, use Contact Exports filtered by people type. The preview shows the first 50 rows; use Excel Download for the full list.

Contact Exports

To generate a contact exports report:

1. Select people type to filter contacts
2. Select has email to include only contacts with email addresses
3. Select has address to include only contacts with addresses
4. Click Preview to view the report
5. Click Excel Download to save an Excel version of the report to your computer

Matter Access Logs

To generate a matter access logs report:

1. Select a date range for the report period
2. Select group by to organize the report (by staff member or case matter)
3. Select staff members to include in the report
4. Click Preview to view the report
5. Click Excel Download to save an Excel version of the report to your computer

Each row is one staff member and matter combination, not each individual visit. The Access Count, First Access, and Last Access columns summarize that staff member’s access to the matter during the date range. The preview shows the first 50 rows; use Excel Download for the full list. For activity totals such as tasks completed, use Staff Productivity.