In the Leads section of Reports, you can see a breakdown of your leads under the By Case Type report.
In this article, we will discuss the features of the Leads by Case Type report.
When opening the Leads By Case Type report, you will see a bar graph that breaks down the amounts of Leads and what case type they were entered into the system as.
You can change the view of the graph by selecting any of the four boxes at the bottom of the graph. The different viewing options in Lead Docket are:
- Vertical Bar Graph
- Horizontal Bar Graph
- Line Graph
- Pie Chart
At the bottom of the report, you can see a full list of Case Types for the time frame you choose. From here you can filter sort by a specific criteria by clicking a column heading. You may also filter down based on any keyword by typing in the filter box. Clicking the Excel button will export the list into a spreadsheet.
You can also view details of a specific case type by simply clicking the colored bar of the case type you wish to view.
For example, clicking the Motor Vehicle Accident bar will take you to a new bar graph that breaks down the Case Type even further. This bar graph breaks down the Case Type into their specific Statuses.
At the top right hand side of the screen, there are two ways to further sort this screen. You can sort by Offices or by Views.
Sorting by office will sort all revenue by source, by the specific office you choose, or by all offices.
Sorting by views will allow you to sort the data by a given time range.
You can also print or download the chart by clicking the three lines in the top right corner of the report.