Tip #16 - Do you currently run the Case Statistics Report?

No other Case Management System available captures as much data as SmartAdvocate does nor do they give you the types of reports available in SmartAdvocate! One such report that many firms find invaluable is the Case Statistics Report. In fact, many Managing Attorneys, CFOs, Senior Partners, etc., get this report emailed to them on a daily and/or weekly basis. In essence, the Case Statistics Report tells you exactly what your firm did for the period you selected - from Intake to Fees Recorded. Here are the parameters you can set:

1. The number of days to include in the report (‘Days Back From’ and ‘Days Back To’)

2. Case Groups

3. Case Types

4. Sign Up Statuses

5. Advertisement Sources

6. Use Current Time as Start/End Time

7. Referred/Referring Out Statuses

8. Rejected Statuses

9. Start of Project Date

10. Don’t Split by Case Group

11. Hide Individual Advertisement Sources

Let’s take a closer look at the parameters and what they mean.
 
‘Days Back From’ and ‘Days Back To’ - The Number of Days to include in the Report
The ‘Days Back From’ is thefurthestnumber of days in the past you want to include in the report and the ‘Days Back To’ is the number of days closest to thecurrentdate you want to include. For example, ‘Days Back From’ could be 30 and ‘Days Back To’ could be 0 (zero). In the foregoing example, your report would include statistics form as far back as 30 days ago to today (today being zero). So, if today’s date was November 12, 2018, and we used the same 30 and 0, respectively, our report would include statistics from October 13, 2018, to November 12, 2018. 
 
Case Group and Case Type
You can have your report generate statistics for one or more individual Case Group(s) or All Case Groups and one or more individual Case Type(s) or all Case Types as defined in your system. (Note – Although both Case Group and Case Type give you the option of selecting ‘none,’ more than likely you will be making a selection in those categories. ‘None’ is included so that you can, in rare circumstances, select that option where you may have cases in your system that do not have a defined Case Group and/or Case Type – most often the result of a conversion where no Group or Type were defined in your old system)

Sign Up Statuses
Here you can select from among the Presign Statuses defined in your system that you want the report to include, (i.e., those cases are being signed up).
 
Always Include
Here you can select from your available Advertisement Sources that youalwayswant included in the report. The source(s) selected here will be included in the report even if no cases with this source were created. Other Sources will be included only if there is at least one case with that source.
 
Use Current Time as Start/End Time
Selecting ‘Yes’ will use the present time the report is run as the start time and end time for the report. For example, if ‘Yes’ is selected and the report is run at 10:00am, it will include statistics covering 10:00am from the date used for ‘Days Back’ to 10:00am for the date used for ‘Days To.’ If ‘No’ is selected the system will use 12:00 midnight as the start and end time for the respective dates.
 
Referred/Referring Out Statuses
Here you can select statues that indicate the case is being referred out.
 
Rejected Statuses
Here you can choose statuses that indicate that the case is rejected or being rejected.
 
Start of Project Date
Here you can designate a specific date that you want to include in your report. This may be useful for those situations where you have certain campaigns going and you want to determine how effective or successful the campaign is. Making this selection will show ‘New Inquiries since the project started’ (the date specified) in your report.
 
Don’t Split by Case Group
If set to ‘True,’ your report will include a single number combining Signups or inquiries for all Case Groups. If set to ‘False,’ your report will give you the statistics broken down by Case Groups. In essence, ‘False’ gives you more granularity for your report.
 
Hide Individual Advertising Sources
If set to ‘True,’ the results of your advertising sources (advertisement campaigns) will not be displayed individually in your report. If set to ‘False,’ your report will show results for each specific Advertisement Source individually.
 
In general (unless specified by selecting certain criteria as detailed above) the report displays information for new inquiries during the designated interval, other events in the current interval (and leads from prior intervals) including cases under review, cases to be referred out, cases referred out, etc., and some financial information such as number of cases with new offers and the total amount of those offers, settlement checks received and fees recorded. Here is a sample report:

Use the unique ‘Subscribe’ feature available in SmartAdvocate to have the Case Statistics Report (or any available report) emailed to you on a schedule you select!