This guide will help you customize your matter analysis to get the most value out of it.
How to get there
Step 1: Go to 'Matters' in the menu bar;
Step 2: Find your matter by searching for the name, number or client;
Step 3: Click on the matter to get to your matter's analysis.
Use all options to customize your analysis
At the top of your screen you will see this bar with buttons:
You can select a period that you want to analyse, by clicking the calendar button.
Depending on your permissions and available data, you can select another value type to display in the analysis. You can also select to display hours only, instead of a monetary value.
If your system supports related matters, you can tick the boxes to include other related matters in the matter analysis. The analysis will show you the combined values of the selected matters.
If you have permissions, you can directly to the drilldown straight from the matter analysis by clicking this button:
You can set up recurring reports that will be delivered to your inbox, but a deeper understanding of how this works can be found here:
Apply filters for advanced customization and management
You can decide which data and visualizations you want to share in a PDF file.
For each visualization, you will see the eye-icon in the right top of the visualization box. Click the icon:
Share the analysis
After you have configured the matter analysis to your liking, you can share the link to the matter analysis with others that have access to Clocktimizer or you can download it as a PDF: