Filter and Export Activities
Law firms have multiple daily activities across different lawyers, practices, and offices. For efficient management, activities can be exported from Jusnote in CSV or XLSX format for reporting purposes.
Filter activities
Activities can be filtered from the main Activities page. You can filter by user responsible for creating the activities, whether an activity is on a bill, by matter, and by activity category.
1. Go to Activities.
2. Optional: Select All, Time, or Expense in the quick filter, depending on which type of activities you want to view.
3. Optional: Narrow by date range.
4. Click Filters, select your filters, and click Apply filters.
Export activities
You can export your activities in the main Activities page. You have the option to export time and expense entries together or separately.
1. Go to Activities.
2. Optional: Select All, Time, or Expense in the quick filter.
3. Optional: Narrow by date range.
4. Click Filters or select your filters.
5. Choose the number of records to export.
6. Scroll to the bottom of the page and click Export.
6. Choose XSLX or CSV and click Export.
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