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.