Billing Q&A: Customizing Matter Manager Reports

July 2023    Tags: Reports, Tabs3 Billing, Tabs3 Billing Matter Manager

Is there a way to customize which reports are available from the Tabs3 Billing Matter Manager?

The Matter Manager allows you to customize which reports are shown in the Reports pane.

To customize the Reports pane

1. In the Quick Launch, search for and select “Matter Manager.”
2. In the pane on the right side of the Matter Manager, click the  (Reports) icon.
3. Click the three vertical dots to the right of the word “Reports” to open the Customize reports window.
4. Double-click each report you want to include in the Reports pane, indicated by a check mark
5. Click OK when you are finished customizing the reports shown.
6. Close the Matter Manager.