Lexicata allows you to easily export your matter data to a spreadsheet in .csv format, which is also compatible with Microsoft Excel.
Exporting to a CSV file is helpful when trying to import contacts into other software programs, when you need to do a mail-merge to fill in addresses and send out physical mailings, or when you are trying to run more in-depth analytics that are not currently available through Lexicata.
If you navigate to the matter index page, the "Export to CSV" link is found at the bottom beneath your list of matters.
Exporting a filtered list
If you click the "Export" link with no filters applied, your entire database of matters will be exported. If you want to export only a specific subset of matters, such as just your "Hired" matters, simply use the filters in the "Apply Filters" menu to narrow down your list before exporting.
You can filter the list down by Matter Type, Matter Status, or Assigned User in order to get precisely the group of matters needed in the export. Only the current list of matters on the index page will be exported, but the export will include all pages of matching matters (since not all matters are displayed on a single page).
Once the export is complete a CSV spreadsheet file will be emailed to you at your registered email address.
The fields that are included in the matter export file include:
- Created at date
- Matter type
- Matter status
- Primary contact
- Primary contact type
- Primary contact email address
- Primary contact phone number
- Primary contact source
- Other Contacts
- All matter custom fields
NOTE: Matter notes do not get exported into the CSV file.
Advanced Reporting with Excel
If you would like to run some custom reports that are not available in Lexicata then we recommend downloading your contact or matter list to a CSV file and running the report in Excel.
For example, if you want to find out the most common source of hired leads in the past month you could download your contact list to a CSV file, open it in Excel and filter the list to contacts with the type “Hired” and the created date to all dates within the last 30 days.
You would then be able to write an Excel formula to find the most common sources for this filtered list of contacts.
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