How to generate reports in Quillio
To generate reports — open Firm Reports from the main navigation. Choose from pre-built reports (usage by user, matter activity, time savings) or create a custom report. Reports export to PDF, Excel, or CSV. Firm admins can schedule recurring reports.
Pre-built reports
Pre-built reports include Firm Usage (queries per user per month), Matter Activity (matters created, matters closed, average matter duration), Time Savings (estimated hours saved based on typical manual time), and Compliance (audit events, guardrail triggers, access patterns).
Custom reports
Custom reports allow filtering and aggregation. Filter by user, team, matter type, date range, or tag. Aggregate by any dimension. Save custom reports for re-use and share with other firm admins.
Scheduled reports
Schedule any report to run weekly, monthly, or quarterly. Results are emailed to specified recipients. This is useful for partners wanting monthly usage visibility or compliance officers needing regular compliance reports.
Step-by-step
- Open Firm Reports. Click Firm Reports in the main navigation.
- Choose a report. Pick a pre-built report or click New Custom Report.
- Configure filters. Set date range, user/team filter, matter type, or other dimensions.
- Export or schedule. Export to PDF, Excel, or CSV. Or save and schedule for recurring delivery.
Common issues
- Large reports can take a minute or two — run in background
- Report access is restricted to firm admin and billing contacts by default
- Time savings metrics are estimates — benchmark against your own data
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