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.

Accessing and Printing Reports

To access and print a report:

Click on the avatar silhouette located in the top right corner of the page
Select Reports from the menu
Select the report title on the left navigation panel
Add report details to customize the report parameters
Review the report and click Print to generate a printable version

Available Reports

Staff Productivity

To generate a staff productivity report:

Select a date range for the report period
Select staff members to include in the report
Select metrics to include (activities created, tasks created, tasks updated, tasks completed)
Click Preview to view the report
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:

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

Matter Mailing List

To generate a matter mailing list report:

Select matter status to filter matters
Select staff to exclude from the report
Optionally select “Only include clients with a primary address”
Click Preview to view the report
Click Excel Download to save an Excel version of the report to your computer

Contact Exports

To generate a contact exports report:

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

Matter Access Logs

To generate a matter access logs report:

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