Downloading Client-Matter Usage Report

  1. Select the

    images/download/thumbnails/96907081/Blue-Down_Arrow.png

    icon next to your name at the top.

  2. Select Settings > Dashboard > Reports.
    The Reports screen is displayed.

  3. Select Download adjacent to Client-Matter Usage.
    The report is downloaded as a .csv file into the Downloads folder, as per your browser settings.

The Client-Matter Usage report contains the name of the users, 21 day moving average of the space consumed by each user, number of documents for each user and the number of matters for each user.