If you are a user with one or more of the following user roles, then you can see the Reports tab in the SPM navigation bar.

  • Client and matter administrator

  • Client and matter manager

  • Conflicts officer

  • Help desk operator

  • Hold administrator

From this tab, you can generate the reports available to you depending on your role. The full list of reports is as follows:

  • Acknowledged on Behalf of

  • Administrators

  • Assistants

  • Conflicted Users

  • (Detailed Asset)

    • This legacy report is only available if enabled in Settings. For more information, see Advanced>Features section of Settings>General.

  • Detailed User

  • Excluded Systems

  • Excluded Users

  • Included Systems

  • Memo Acknowledgement

  • Memo Acknowledgement Verification

  • Need-to-know

  • Opposing Team Sets

  • Opposing Set Floating Users

  • Overdue Hold Reviews

  • Overdue Policy Reviews

  • Policy Discrepancies

  • Responsible Attorneys

  • Timekeepers

  • Upcoming Hold Reviews

  • Upcoming Policy Reviews

  • Users on Multiple Sides

See Generating Reports for information on these reports and how to use them.

TIP:

Highly customizable reports are also available on a per-asset basis, for clients, client groups, matters and cases. The Advanced Report can be scoped for an asset or for that asset and its matters (where applicable). Details of asset security policy and staffing are available in the report, including excluded systems, self-maintaining rules, excluded users, opposing team set information, and more. For more information see the Viewing List of Users sections for clients, client groups, matters and cases, respectively.