To help you monitor your organization, AdvoLogix Matter Management offers a wide range of Out-Of-the-Box pre-configured reports, accessible in the report folders on the reports tab as listed below OR you can also create new custom reports to access exactly the information you need. For more details on creating a custom report, see Create a Custom Report.
AdvoLogix Account & Contact Reports
| Report Name | Description |
|---|---|
| Accounts by Active Matters |
Active matters sorted by status type. |
| All Contacts Address Report |
The full address of each contact with its account, mailing address, email address, phone number, mobile number and fax number. |
| Contacts With Multiple Participants |
All contacts that are listed as a participant on a matter, along with the matter name, the contact’s role on the matter and any comments provided on the matter participant record. |
AdvoLogix Activity Report
| Report Name | Description |
|---|---|
| Completed Activities By Assigned |
Completed activities by assigned user. Includes activity account and matter associated with each completed activity. |
| Open Activities By Matter |
Open activities grouped by matter and status. |
| Open Activities This Week |
Open activities by week. |
| Overdue Activities By Matter |
Overdue activities grouped by matter and status. |
AdvoLogix Actuals and Estimates
| Report Name | Description |
|---|---|
| Actual vs Estimates by Account |
Summarizes each account’s planned and actual transactions by timekeeper and UTBMS code. |
| Actual vs Estimates by Month |
Summarizes each matter’s planned and actual transactions by UTBMS code, by month in this calendar year. |
| Actual vs Estimates by Timekeeper (FY) |
Summarizes each matter’s planned and actual transactions by UTBMS code, by timekeeper in this fiscal year. |
| Actual vs Estimates by Timekeeper |
Summarizes each matter’s planned and actual transactions by UTBMS code, by timekeeper in this calendar year. |
| Actual vs Estimates by Quarter |
Summarizes each matter’s planned and actual transactions by UTBMS code, by quarter in this calendar year. |
| Actual vs Estimates by Quarter (FY) |
Summarizes each matter’s planned and actual transactions by UTBMS code, by quarter in this fiscal year. |
| Actual vs Estimates by Matter |
Summarizes each matter’s planned and actual transactions by timekeeper and UTBMS code. |
| Actual vs Estimates by Month (FY) |
Summarizes each matter’s planned and actual transactions by UTBMS code, by month in this fiscal year. |
| Actual vs Estimates by Week |
Summarizes each matter’s planned and actual transactions by UTBMS code, by week in this calendar year. |
AdvoLogix Budget Reports
| Report Name | Description |
|---|---|
| Budgets By Matter |
Summarizes each matter’s budget by total budget amount, by month, by UTBMS code, and by both month and UTBMS code. |
| Material UTBMS Budget Changes |
Material budget changes to existing budgets. |
| Quota and Hours Budget by Timekeeper |
Hour quotas and hours budgeted by timekeeper. |
AdvoLogix Matter Reports
| Report Name | Description |
|---|---|
| Activities by Type |
User activity by activity type. |
| Expenses by Type |
Total expenses by type. |
| Participants by Role |
A summary of participants based on their role. |
| Time by Timekeeper |
Summary of time charged by timekeeper. |
| Closed Matter Case Age Report | The ages for all closed matters, along with the matter name, number, status, type and legal hold status. |
| Employment Matters |
List of employment matters. |
| Exposure Report by Matter |
All financial details by matter type and status type. Also provides a summary across matter types. |
| Inhouse vs Outsourced |
Matters managed by in-house legal department vs. outside counsel. |
| Litigation Trends |
Summary of activity and status on litigation matters. |
| Matter Age(in Days) Report |
All open or closed matters, grouped by age. The matter name, number, status, type and legal hold status are also shown. |
| Matter Aging Report |
All matters are shown with the matter name, number, type and age. |
| Matter Allocation |
Summary and count of matters based on participant type. |
| Matters by Inhouse vs Outsourced |
Total number of matters managed in-house vs. by outside counsel. |
| Matters By Staff Assignments |
The matter detail and count based on the staff role assignment to the matter. Role is the one chosen on the Participant record. Includes the matter name, number, type, status and each user assigned to the matter by participant role. |
| Matters By Status |
Groups matters by status and shows the matter name, number, type, budget and closed date. |
| Matters By Type/Status |
Groups matters by type and status and shows the matter name, number, budget and closed date. |
| Matters Changing Status |
Review of matter status changes over a particular time period. |
| Matters Closed by Month Report |
All closed matters filtered by a status of “Settled” or “Won”. The matter name, number, type, age and legal hold status are also shown. |
| New, Active, Closed, Spend Litigation |
Summary of litigation matters based on status. |
| New Matter Volume By Month |
Total number of new matters each month. |
| New Matters Last 7 Days |
All new matters created in the last 7 days, along with the matter name, number, type, status, parent matter name (if applicable), budget and assigned user. |
| Offers And Demands |
All offers or demands grouped by matter, along with record details. |
| Received vs Closed Matter Report |
Comparison of new vs. closed matters. |
| Settlement Report |
Summary of matters settled. |
| Total Active Matter Volume By Month |
Total active matter volume by month. |
| Total Active Matters By Status |
Total active matters by status. |
AdvoLogix Timekeeping Reports
| Report Name | Description |
|---|---|
| Annual Time By Matter |
All timekeeping for the current fiscal year, grouped by matter. |
| Annual Time By Timekeeper |
All timekeeping for the current fiscal year, grouped by timekeeper |
| My Time Last 30 Days |
Time entered by the timekeeper in the last 30 days. |
| My Time Last 7 Days |
Time entered by the timekeeper in the last 7 days. |
| My Time This Quarter |
Time entered by the timekeeper in the last quarter. |
| Quota by Month by Timekeeper |
Hour quotas by month and by timekeeper. |
| Quota by Timekeeper by Month |
Hour quotas by timekeeper and by month. |
| Rates By Timekeepers Report |
Rates charged by each timekeeper for each matter. |
| Time By Matter |
Time entered for each matter, with summary data for each time record. |
| Time By Timekeeper |
Time records grouped by timekeeper, with summary data for each time record. |
| Total Time By Timekeeper This Quarter |
Time records for this quarter, grouped by timekeeper and with summary data for each time record. |
| Total Time Last 30 Days |
Time records entered for the last 30 days, grouped by matter, with summary data for each time record. |
| Total Time This Quarter |
Time records entered for the current quarter, grouped by matter, with summary data for each time record. |
Additional OOTB Reports: Force.com Standard Reports
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