Saved reports are a powerful feature in PracticePanther designed to enhance your experience and streamline your workflow. By harnessing the benefits of saved reports, you can save time, gain valuable insights, and boost overall productivity. In this article, we'll explore five key saved reports you can create in PracticePanther that will help your business increase efficiency and accuracy. For an in-depth walkthrough of how to create Saved Reports, click here to discover more.
1. Matters assigned to a user
By creating this view in Saved Reports users can easily access a consolidated view of all matters assigned to them. This not only saves valuable time but also ensures that users stay organized and on top of their matters. The result is increased efficiency and a more streamlined user experience within PracticePanther.
To create and save a Matters Assigned to a User Report use the following steps.
Using the ‘Assigned To:’ filter select the user you are creating a saved report for.
Customize the grid columns to include the ‘Assigned To’ column (if necessary).
Click on the ‘Saved Reports’ button at the top of the grid and select the green ‘+’ icon.
Customize the Name and Description for your Saved Report. You are now set to access all matters assigned to your selected user quickly and efficiently.
2. Billable Matters
Maximizing billable hours is essential for the financial success of your practice. By saving a billable matters report, you can ensure that your practice is maximizing revenue potential. This report can be instrumental in optimizing time management and billing accuracy.
To create and save a Billable Matters Report use the following steps.
Set the status filter to ‘Billable’
Customize the grid columns to include the ‘Billable’ column (if it is not already displayed).
Click on the ‘Saved Reports’ button at the top of the grid and select the green ‘+’ icon.
Customize the Name and Description for your Saved Report. You are now set to access all Billable Matters in an easily accessible Saved Report.
3. Matters Created this Week
In PracticePanther, the advantage of leveraging saved reports for Matters within a specific timeframe is instrumental in keeping your legal practice organized and proactive. By setting a 7-day time frame you not only simplify tracking for new matters but also ensure that teams can swiftly allocate resources and plan effectively. Whether monitoring case volume, identifying emerging patterns, or ensuring timely responses, creating a saved report for Matters Created this Week provides a valuable tool for maintaining agility and responsiveness in your legal practice.
To create and save a Report of Matters Created this Week use the following steps.
Set the Created Date filter to ‘Last 7 days’.’
Click on the ‘Saved Reports’ button at the top of the grid and select the green ‘+’ icon.
Customize the Name and Description for your Saved Report and you are now set to access all Matters Created in the Last 7 Days.
4. Matters with Invoices Due
By saving this targeted report, users gain visibility into matters with pending invoices, allowing for proactive management of accounts receivable. This not only facilitates timely billing but also ensures that your practice maintains a healthy cash flow. This saved report provides a centralized view of outstanding invoices, enabling users to prioritize follow-ups, communicate effectively with clients, and take swift action to address any payment delays.
To create and save a Report of Matters with Invoices Due use the following steps.
Customize the grid columns to include the ‘Invoices Due’ column if it is not already displayed.
Click on the ‘Saved Reports’ button at the top of the grid and select the green ‘+’ icon.
Customize the Name and Description for your Saved Report and you are now set to access Matters with Invoices Due.
5. Matters with Specific Tags
Streamline case management by allowing users to categorize and track matters based on unique tags. Creating this saved report will provide a focused view, enabling quick analysis and trend monitoring. Whether grouping matters by practice area or case status, this report enhances efficiency, consistency, and organizational capabilities.
To create and save a Report of Matters with Specific Tags use the following steps.
Set the Filter Tags by to filter to ‘Any’ then select ‘Matter Tags’
Select your desired Filter tag.
Customize the grid columns to include the ‘Matter Tags’ column if it is not already displayed.
Click on the ‘Saved Reports’ button at the top of the grid and select the green ‘+’ icon.
Customize the Name and Description for your Saved Report and you are now set to access Matters with Specific Tags.
For an in-depth walkthrough of how to create Saved Reports, click here to discover more.