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On this page, we will provide an in-depth breakdown of this important dashboard, column-by-column.
Dashboard Parameters/Filters
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At the top of your screen the first thing that will need to be set are your filters/parameters as described below.
Date Range: The date range selected in this dashboard reflects the time period in which cases were opened. For example, if I wanted to see the statistics of all cases opened in October, 2022, I would set my date range from 10/1/22 to 10/31/22.
Case Type: This allows you to filter intake statistics by a specific case type.
Staff Type: This filter prompts you to select which type of staff member you would like to see associated with the lead. Keep in mind that the titles of these roles may vary based on changes made to your system, and may not say exactly the same thing as the list shown below. The options for this column are:
Case Creator: The staff member who created the case in Case Wizard.
Intake Paralegal: The staff member assigned as the Intake Paralegal during the intake process (or comparable role as set by your firm)
Investigator: The staff member assigned as the Investigator during the intake process (or comparable role as set by your firm)
Paralegal: The staff member assigned as the Paralegal during the intake process (or comparable role as set by your firm)
Signup Type: How the case was signed up.
Referred In: Whether the dashboard should include or exclude referred in cases, or if it should show both.
Office: The firm office the leads are assigned to.
Group By: There are two options which can be selected here, to group statistics either by Staff Member, to see performance on an individual level, or by Case Group, to view overall statistics for a group of cases.
Columns in this Dashboard
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Once you have set your filters appropriately you can select the “Refresh Report” button and the data will be displayed in your report split into different columns as described below
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