How to export portal data
To export portal data, go to the Report tab and click on the Export subtab. When you export data, a CSV (or zipfile with multiple CSVs) is emailed to the email address associated with your account. You can export reports for:
- Client Surveys This contains all the responses members of the public have submitted to the satisfaction surveys that your portal automatically sends out.
- Attorney Data This report includes the information on the Lawyers tab, including each member's profile information, legal services, coverage areas, and licenses.
- Matter Data This report includes the information on the Matters tab, including each request's details, status, report logs, and remittance information.
- Panel Data This report list all of your portal's mattertypes/panels and subtypes/subpanels, as well as the plain language description for each subtype/subpanel.
- Remittance Data This report includes the information on client payments and lawyer remittances. One sheet breaks out payments on a per matter basis, the other breaks out payments on a per event basis. The second sheet is particularly well suited for tracking revenue over certain periods of time (e.g. last week, last month).
- Outside Referrals Data This report includes the information on the referrals your portal has made to outside organizations.