Feature Requests

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Filters with Matter Reports

Monthly, I need to verify all new Matters (rate, timekeeper, Matter Name and number, Client name and number, global rate). There is no way to filter the export report to run a certain time period all the Matters is a LOT. The other issue is I have to run a separate report for Client number then do a comparison in excel. Takes a ton of time.

  • Guest
  • Feb 13 2026
Feature Request
How often would you use this request?

Every month, I run reports to verify information with SalesForce, and to confirm global rate increases. The data I pull is: Client name, client number, matter name, matter number, timekeeper, global rate (which is an issue because it at the Client level NOT the Matter level, contact.

This data is very easy to extract from SalesForce.

Then I compare the two platforms for all the data.

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