How to Access Reports in MatterSuite

How to access reports in Mattersuite.

Overview:- 
        MatterSuite’s custom reports make it easy to understand how your firm is performing, all in one place. You can quickly see updates on matters, clients, team activity, tasks, and events using simple date-based filters. Time and expense reports help you bill accurately without missing any work. Billing, payments, and credit note reports give you a clear picture of your revenue and outstanding invoices. Communication and activity logs keep everything transparent, so you always know who did what and when.

Access report in MatterSuite:- 
 Log in to MatterSuite.

Click Reports from the main menu.

Select the report you need.

Apply filters like date or matter.

View or export the report. Refer to the image.


    • Related Articles

    • Getting Started: How to Register in MatterSuite

      Follow these essential steps to register your account in MatterSuite. Completing the setup process will allow you to access your workspace and begin using the platform. Go to the - www.mattersuite.com Click on Get Started. Enter your working email ...

    • Ask MatterSuite AI – Overview

      Ask MatterSuite AI helps legal professionals simplify their workflow by automating document drafting, conducting legal research, and searching across stored data such as matters, tasks, events, and contacts; all from one interface. You can access ...

    • Overview of MatterSuite Calendar

      The MatterSuite Calendar is a smart and organized scheduling tool designed for law firms and legal teams. It helps users efficiently manage their meetings, hearings, deadlines, appointments, and events; all from one central place. The calendar ...

    • How to Enable the Client Portal

      Go to the Matter and click on any specific client in your system. Enable the Client Portal Access option. The client will receive an email invitation to log in.

    • How to create a custom document folder in MatterSuite?

      Yes, you can create a custom Folder. 1. Go to the Documents tab. 2. Click on the Create Folder button. 3 - A window will open. Fill in the Folder Name, select the Document Category, and click the Save button. A new custom document folder will be ...