A major new piece of functionality is now available in RedView Acuity to allow you to create lists of matter information and export it to Excel, if required. This is available under the Matters icon in the RedView portal.
The module allows you to create views of matter data to present in a summary table. A number of pre-built views are available but personalised views can be created and saved by selecting from over 50 columns of matter information.
Lists can be filtered by a range of options, while sorting and grouping functions add to the analysis capabilities. Information can be exported to Excel. Or you can drill down to see the full details of the matter.
To learn more click here for a 3 minute "how to" video.
The RedView Team