In this article, we will explore how to set up reporting in Checkbox's Matter Management product. Follow the steps below to create and customize dashboards for effective reporting.

Accessing Reporting

• Login and Navigate

  • Log in to Checkbox's Matter Management product.
  • Click on Matters in the top navigation bar.

• Open the Reporting Tab

  • Once inside Checkbox, navigate to the top navigation bar.
  • Click on the Reporting tab.

Creating a Dashboard

Steps to Create a New Dashboard

• Locate the Create Option

  • In the top left-hand corner, under the Legal Team Dashboard menu, click on Create New Dashboard.

• Name the Dashboard

  • Provide a name for the new dashboard (e.g., "CLO Dashboard").

• Best Practices for Naming

  • Use a single dashboard for a specific audience, such as:
    • Chief Legal Officer (CLO)
    • General Counsel (GC)
    • Business users
    • Executives

• Create and Customize

  • Click Create to generate a blank dashboard.
  • Provide a description and edit the details as needed (name, description, etc.).

 

Adding and Managing Widgets

Adding Widgets to the Dashboard

• Add Widget

  • Click on Add Widget in the top right-hand corner.

• Select or Create Widget

  • Choose to create a new widget or select from a list of existing widgets.
  • For example, select Total Volume of Work.

• Add and Arrange Widgets

  • Click Add Widget to populate the widget on the dashboard.
  • Adjust the size of the widget to fit multiple widgets side by side in one view.

Modifying and Deleting Dashboards

• Edit Dashboard Details
  • You can change the name and description of the dashboard at any time.
• Delete Dashboard
  • If needed, you can delete the dashboard.

By following these steps, you can create and customize dashboards in Checkbox, allowing you to efficiently manage and report on matters within your legal team.