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Reports by Jurisdiction

  • December 7, 2022
  • 1 reply
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J

Is there a way to generate a report or dashboard to view matters by jurisdiction/county? 

Best answer by Sara Sultan

Hello Jennifer,

There are a few different reporting options.  If you have created a tag for the jurisdiction or county, then the Matter - Full list report will get you what you want.  You may also already have the county/jurisdiction in the Matter Description column on the matter list display.  You can click on the the column header to sort by that as well.  There may also be some other options avaialble.  If you would like to work with a trainer on all possible options, please use this link to set up some time.

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Sara Sultan
Smokeball Team
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Hello Jennifer,

There are a few different reporting options.  If you have created a tag for the jurisdiction or county, then the Matter - Full list report will get you what you want.  You may also already have the county/jurisdiction in the Matter Description column on the matter list display.  You can click on the the column header to sort by that as well.  There may also be some other options avaialble.  If you would like to work with a trainer on all possible options, please use this link to set up some time.

Sara Sultan (she/her)
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