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Exporting data

Export Matter or Timekeeper Data to a Spreadsheet

Matter data, as well as timekeeper data, can be exported to a .csv file. The spreadsheet includes the information for all columns each matter that is shown on the screen, as well as any information in the drawer for the matter.
To export matter data:
  1. Select
    Firms > Our firms
     in the left navigation.
  2. Use the dropdowns to find the specific firm whose matters you want to work with.
  3. Select
    Change View
    .
  4. Select the name of the firm to open it.
  5. Select the
    Matters
    tab or
    Timekeepers
    tab, depending on the data you want to export.
  6. Select a button in the
    Show matters
     or
    Show rates
     section to narrow the results by status. For example, on the
    Matters
    tab you can choose open matters, closed matters, or all matters. If you want to further narrow the selection by substantive law category, you can select one or more categories. When a category is in
    bold
    , it is selected and will be included in the list. You can select the category again to remove it.
    Example
    In this example, this firm has six open matters in three areas of substantive law.
    Select
    Contracts
     filters the list to show only matters where the area of substantive law is Contracts.
    tip
    You can change the columns that are shown on this screen and that will be included in the report. Select the three small dots three small dots icon located in the column header to the far right of the screen and select
    Edit column settings
    . A new window opens that lets you choose the columns you want to be included.
  7. On the toolbar, click
    Export CSV
    . If prompted, follow your browser's instructions. Otherwise, the downloaded file is stored in your
    Downloads
    folder.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Export
  • Audiences: Company