Reports
What this screen does
The Reports screen (Legal Reports) is a dashboard of charts for the litigation department. From here you can:
- View statistics on case statuses, degrees, and judgments.
- Track incoming cases and consultations over time.
- Compare case statuses by client type and consultant workload.
- Filter all charts by a date range (from / to).
Where it is: Sidebar → Litigation → Reports.
Tasks
How do I filter reports by date?
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At the top of the dashboard, set Date From and Date To.
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Charts on the page update automatically.
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Defaults: one year ago through today.
How do I read the dashboard?
The page shows, in order:
- Case status statistics, Case grade statistics, Judgments Statistics — three charts in one row.
- Case status statistics by client — full-width chart.
- Case incoming statistics — full-width line chart.
- Consultation incoming statistics — full-width chart.
- Consultant cases statistics and Case degrees for trading and execution — one row.
Fields and buttons
| Element | Function |
|---|---|
| Date From | Start of the period for all charts |
| Date To | End of the period for all charts |
Dashboard widgets (charts)
| Element | Function |
|---|---|
| Case status statistics | Cases by status |
| Case grade statistics | Cases by degree |
| Judgments Statistics | Judgments by type |
| Case status statistics by client | Case statuses grouped by client type |
| Case incoming statistics | Incoming cases over time |
| Consultation incoming statistics | Incoming consultations over time |
| Consultant cases statistics | Cases per consultant |
| Case degrees for trading and execution | Degrees related to trading and execution |