Overview
You can view the case list report for each matter in your firm directly in ZenCase from the Reports page. This report will list all client and matter cases with matter type, matter subtype, and all member roles with their respective member types.
How To View Case List Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Case List.
On the Case List report page, you will see all client and matter cases.
You can filter by:
Client
Matter
Matter Type
Matter Subtype
Member
Member Type
Matter Originator
Matter Manager
Client Originator
Client Manager
Division
Include Inactive Matters: Yes or No
Click "Settings" in the top right of the table results to turn on and off columns to display.
Click "Export Report" to view your report in CSV format or PDF format.
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.