The Users Report in Legatics offers a comprehensive overview of all users in your environment, detailing their activity levels, access permissions, and engagement with matters. This guide explains the significance of the Users Report, the data it encompasses, and how to access and interpret it effectively.

Overview

This is 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.

Purpose

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
CSV

Limitations

Guests only appear in the user report if they've been invited to a matter (adding them, but not inviting them doesn't count). So you may find that the number of guests fluctuate, as they're invited and removed from matters.
Members will appear if they've been invited to a matter, but haven't yet created their account.

Tip: Learn about the difference between adding and inviting here

Data available

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_company_ID	ID of the company that the user belongs to
user_company_name	Name of the company that the user belongs to
user_member_office_ID	ID of the office that the user is assigned to
user_member_office_name	Name of the office that the user is assigned to
user_member_office_location_name	The ISO 3166 short name of the office's location
user_member_office_location_iso2	The ISO 3166-1 alpha-2 two-letter country code of the office's location
user_member_office_location_subdivision_name	The ISO 3166 short name of the office's subdivision
user_member_office_location_subdivision_iso	The ISO 3166-2 alpha-2 two-letter subdivision code
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_partner_count	Count of matters the user is set as partner for the matter
user_matters_admin_count	Count of matters where the user is Matter Admin
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
user_log_in_method	The method that a Member uses to log into Legatics. Options are: sso password

JSON

Tip: The JSON has more data than the CSV

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
Company	The company the user belongs to. The following data points are available ID: ID of the company the user belongs to Name: Name of the company the user belongs to
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

Office

ID	ID of the office that the user is assigned to
Name	Name of the office that the user is assigned to
Location name	The ISO 3166 short name of the office's location
Location ISO 2	The ISO 3166-1 alpha-2 two-letter country code of the office's location
Subdivision name	The ISO 3166 short name of the office's subdivision
Subdivision ISO 2	The ISO 3166-2 alpha-2 two-letter subdivision code

Matters

Note: 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
Partner	If the user is set as the Partner for the matter

Insights

matters_created_count	Count of matters the user has created
user_matters_partner_count	Count of matters the user is set as partner for the matter
user_matters_admin_count	Count of matters where the user is Matter Admin
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

Example visualisations

Good to know: All data presented in these examples are entirely fictional. Any resemblance to actual persons, living or deceased, or real events is purely coincidental and unintentional.

Info: It isn't possible to link users to offices or companies. This is coming soon!

Member creation dates

Track adoption by understanding when users are creating accounts.

Active guests

Understand how often external users are engaging in Legatics by their last activity date.