Skip to main content
All CollectionsReports
Case List Report In ZenCase
Case List Report In ZenCase

How To View Case List Report In ZenCase

D
Written by Daryna Chorna
Updated over 10 months ago

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.

Did this answer your question?