From the type of user, to the matters they have access to, empower yourself with the insights to monitor data access and engagement.

Let's explore the key features and how you can leverage this report to enhance your knowledge or your user landscape.

Understanding the Users Report

What's the Users Report?

A comprehensive data extract providing lots of data about all of the users in your environment. From activity of users, to number of matters created, it's your guide to understanding who is using Legatics, and how often.

Why's it important?

Adoption intelligence: Get the data you need to understand what users are using the platform the most, and who aren't. This can extend beyond your users to Guests too! Use this data to create key performance indicators and dashboards in PowerBi to monitor your engagement strategy.
Strategic intelligence: Use intelligence gathered from the Users Report to understand what clients are actively engaging with Legatics, and what other external parties are involved in your transactions.

Security oversight: Ensure platform security by monitoring user access and permissions effectively.

Extract formats

JSON or CSV

Limitations

If a Guest has access to a matter when you export the report, but then is removed from their only matter, they won't appear in future reports.

Data available in report

CSV

Data	Explanation
user_ID	The unique ID that Legatics gives each user
user_name	The name set by the user
user_email	The email of the user
user_title	The job title set by the user
user_type	Whether the user is a Guest or a Member
user_member_permissions	The permissions given to a Member. Values of: Create matter Template Admin System Admin
user_status	The status of the user. Values of: Active Deactive Unassigned
user_matters_active	List of the active matters that a user has access to ⚠️ Deleted matters don't appear
user_matters_created_count	Count of matters the user has created
user_matters_viewable_active_count	Count of active matters the user has access to
user_matters_views_30days	Count of number of times the user has accessed your matters in the last 30 days
user_matters_views_90days_count	Count of number of times the user has accessed your matters in the last 90 days
user_matters_views_lastyear_count	Count of number of times the user has accessed your matters in the last full calendar year
user_matters_views_all_count	Count of number of times the user has accessed your matters
user_member_created_at	The date/time (UTC) the Member's account was created
user_last_activity_at	The date/time (UTC) that the user last viewed one of your matters

JSON

The JSON has all of the data in the CSV, and more!

Details

ID	The unique ID given to the user
Name	The name given to the user
Email	The email of the user
Type	The type of user. Values of: Member; or Guest
Permissions	The permissions the user has. The following data points are available (all true/false values): create_matter = user can create a matter template_admin = user can manage templates system+admin = user can access the admin system
Status	The status of the user. Values of: Active Deactive Unassigned

Matters

The below information is provided for every matter the user can access

ID	The unique ID given to the matter
Name	The name given to the matter
Number	The number given to the matter
Type	The type of matter. Values of `demo` or `live`
Admin	If the user is a Matter Administration on the matter

Insights

matters_created_count	Count of matters the user has created
matters_viewable_active_count	Count of active matters the user has access to
matters_views_30days_count	Count of number of times the user has accessed your matters in the last 30 days
matters_views_90days_count	Count of number of times the user has accessed your matters in the last 90 days
matters_views_lastyear_count	Count of number of times the user has accessed your matters in the last full calendar year
matters_views_all_count	Count of number of times the user has accessed your matters

Activity

created_at	The date/time (UTC) the Member's account was created
last_activity_at	The date/time (UTC) that the user last viewed one of your matters

Accessing the Users Report

Log in: Access the admin system with your credentials.
Navigate to Reports: Find the "Reports" section in the sidebar
Find the Users Report: It's the third option!
Choose Your Format: Opt for the format that aligns with your analytic objectives
Download and analyse: Your data is now a powerful tool for strategic decision-making!