In the Financial section of Reports, you can see a breakdown of your settlements under the Settlements Year Over Year report.
In this article, we will discuss the features of the Settlements Year Over Year report.
When you open the report, you will see a Line Graph that breaks down the settlement amounts for your firm by month and by year for each year you have used Lead Docket.
If you do not wish to see one of the years listed on the graph, simply click the year and it will disappear from the graph.
In this screenshot, the year 2019 was deselected and does not appear on the graph.
You can view the settlement amounts that correspond with the month by hovering over the data points associated with that month:
You can also print or download the chart by clicking the three lines in the top right corner of the report:
You can further sort this data by selecting a specific office: