Legal Aid US: Grants Dashboards, Exports, and Reports

View dashboards and metrics 

There are three different dashboards and an organization timeline to help you keep track of how time is spent on matters and grants:

Personal Dashboard:

This dashboard shows a high-level overview of your agenda, how you are spending your time, and financial metrics. A comprehensive description of the dashboard is provided here. When grant information is tracked it also includes information about how you are spending your time in relation to grants and their associated matters.

• Time allocation: This section shows your time entries in hours for the specified timeframe. If grants are associated with any time entries, they are listed in this section.
  • You can use the Filter to display information about the proportion of time allocated to each grant in hours, as a percentage, or both.
  • You can click Review activities for any listed grant to view a table of the transactions associated with that grant.
  • You can select a date range and relevant filters to view specific information and export the data using Export CSV.

Organization Dashboard:

This dashboard shows a high-level overview of how firm members are spending their time and what their billing practices are. A comprehensive description of the dashboard is provided here. When grant information is tracked, it also includes information about how firm members are spending their time in relation to grants and on matters associated with grants.

• Time allocation: This section shows time entries for the specified timeframe across firm users.
  • You can use the Filter to display information about the proportion of time allocated to each grant in hours, as a percentage, or both.
  • You can click Review activities for any listed grant to view a table of the transactions associated with that grant.
  • You can select a date range and relevant filters to view specific information and export the data using Export CSV.

Organization Feed:

This feed shows a timeline of all organization-wide activity in the account. A comprehensive description of the feed is provided here. Relevant to grants, the feed provides information related to grant spend down via salaries, such as updates to grant allocations, changes to salary amounts, and the spend down amounts.

Matter Dashboard:

This dashboard provides an overview of matter information. A comprehensive description of the feed is provided here. When you add a grant to a matter, that matter's dashboard will show a new section for grants associated with the matter.

Generate a matters and grants report

If you use grants at your firm, you can generate a Matters & grants report which offers information similar to a matter report but with additional options to filter by grant, matter custom fields, and client custom fields.

1. Go to Reports.
2. In the list of categories, select Matters.
3. Click Matters & grants.
4. Make your selections.
5. Click Generate report.

Export matters with associated grants

In the main Matters tab, you can select columns and specify filters relevant to a particular export you may need to track a specific deliverable, including cases closed under a specific grant. When adding a grant to a matter, if you check the box for Use this grant for case reporting, the grant will appear in the Grants column and in the export.

1. Go to Matters.
2. Click Columns, check the box for Grants, and then click Update columns.
3. Select Filters to sort data by specific filters, including specific grants or custom fields, and then click Apply filters.
4. Optional: In the search box, use a keyword search to filter your matters.
5. Scroll to the bottom of the table and click Export.

Export activities with associated grants

In the main Activities tab, you can select columns and specify filters relevant to a particular export you may need to track a specific deliverable. To export grant information from the Activities tab:

1. Go to Activities.
2. Click Columns, check the boxes for Grant and Matter, and then click Update columns.
3. Select Filters to sort data by specific filters, including specific grants, and then click Apply filters.
4. Scroll to the bottom of the table and click Export.

Export grants

In the Grants tab, you can export your organization's grants to get an understanding of how much of a spend down there has been from the grants. The data will be exported in CSV format.

1. Go to Grants.
2. Scroll to the bottom of the table and click Export.

Export grant transactions

You can export the transactions associated with a grant to get an understanding of the detailed financials of a specific grant. The data will be exported in CSV format and will show grant spend down in your firm.

1. Go to Grants.
2. Select the name of a grant to view its transactions.
3. Optional: You can add or remove columns to include or exclude in the export by clicking Columns, selecting and/or deselecting column fields, and clicking Update columns.
   
   Note: You can select a time period to filter the list of transactions in the table, but the export will include all transactions for a grant regardless of the time period you selected.
4. Scroll to the bottom of the table and click Export.
5. Choose between exporting Available columns, which will include all available columns even if you previously deselected them, or Visible columns only to include only those columns you appearing in the table view.
6. Click Export.