Morning Report
Among the options that your site administrator can take advantage of is the customization of your Morning Report; accessed via the Reporting tab on your Top Navigation Bar.
The Morning Report is intended to provide information where data is either new or may be missing. You can select from the items on the sidebar navigation for a focused breakdown.
|
Page |
Function |
|---|---|
|
View matter records opened on or after a specific date. |
|
|
View which matter records are missing an individual in the Lead, Paralegal, or Administrative role. |
|
|
View which matter records are missing information for Type, Keyword, Issues, Product, or Division/Department. |
|
|
View matter records in which the divisions/departments currently assigned are less than or over 100%. |
|
|
View matter records that are using retired categories. |
|
|
View matter records that do not have assigned outside counsel. |
|
|
View the most recent 100 added matter records with an overview of staff assigned to maintain the information. |
|
|
No Approval Chain |
View which invoices do not have an assigned approval chain. |
|
Invoices Not Reviewed |
View which invoices have not yet been reviewed by the first assigned reviewer. |
|
Invoices Not Approved |
View which invoices do not have a final approval date. |
|
Invoices Not Sent to AP |
View which approved invoices have no accounting date set. |
|
View matters records that have been closed within the last month, last two months, or last three months. |
|
|
View a list of matters organized by status. |
|
|
View which budgets have been adjusted in a specific time period. |
|
|
View matter records that have not been updated within a specific time period. |
|
|
View all transaction records which took place on a specific past date. |
|
|
View matter records that do not have a completed description text. |