Overview
The Connections report shows all contact or matter connections, and you can filter by connection type and relationship role to view specific connections. You can view the report by Client or Matter.
How To View Connections Report
Go to the Reports page by clicking "Reports" from the left navigation bar.
On the Reports page, click "View Report" under Connections.
Select Report By: Client or Matter in the dropdown.
You can filter by:
Report By
Client
Matter
Matter (when Report By is "Matter")
Matter Type (when Report By is "Matter")
Contact Matter Connections (when Report By is "Matter")
Member Matter Connections (when Report By is "Matter")
Billing Connection (when Report By is "Matter")
Relationship Role
Contact Name (when Report By is "Client")
Member Connections (when Report By is "Client")
Contact Connections (when Report By is "Client")
Click "Export Report" to view your report in CSV 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.