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Paladin Insights: Creating and Editing Reports in Report Builder

Welcome to Paladin Insights! This is your one-stop shop for viewing and analyzing all of your organization's pro bono data.

Stephanie Dworkin avatar
Written by Stephanie Dworkin
Updated over 2 months ago

In this article we will discuss how to use the Report Builder feature. This information includes how to:

Create and Save a New Report

  1. Click on "Report Builder" on the top navigation bar within your Insights dashboard.

  2. Click "+ New Report” to open the New Report dialog box.
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  3. Select a report type and click "Get Started". This will open a draft report with all potential columns included.

    ⚡️Tip: If you select a "Timekeepers" report type, you will not be able to include columns or filters from the Matters table and vice versa. For instance, if on your timekeeper report you would like to include matter details, such as matter name, open date, etc., you should use a "Combination" report type rather than a "Timekeepers" report type to ensure you have access to both matter and timekeeper columns.

  4. If you are planning to create a report that you would like to save and access in the future, start by clicking on "+ Save New Report," and fill in a name and description.
    ​Note: Saved reports will be accessible and editable to all admins users at your firm. If you "favorite" a report, you are only taking action on your view of reports (ie, It will only be added to your list of favorites.)
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Customize a Report

Select and Organize Columns

  1. Determine Columns: Click on the "Columns" toggle on the right-hand side of the report to select or deselect the columns you would like included in your report.
    ​Note: As a reminder, if this is a new report, all columns will appear and you will need to deselect any columns you do not want included.
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  2. Organize Columns: To rearrange columns, you can either drag and drop columns within the table or update the order within the "Columns" toggle.

  3. Pin Columns: To pin (freeze) a column, right-click on the column and choose "pin right" or "pin left."
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Apply Filters

Column Filters are applied at the column level, allowing you to filter specific data fields while keeping other columns unchanged. Multiple column filters can be active simultaneously, and only rows that satisfy all active filters will be displayed.

There are four main types of filters, plus the Multi Filter:

  1. Text Filter: Filters based on exact or partial text matches (typically used for columns with data sets that don't have repetition, like names).
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  2. Number Filter: Filters based on numerical conditions such as greater than, less than, or equal to.
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  3. Date Filter: Filters date values using conditions, such as exact date, before, after, or within a date range.


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  4. Set Filter: Allows you to select specific values from a predefined list. All of the custom tag columns will use this filter, as well as office, title, country, department, etc.

Multi Filter: Combines multiple filter types within a single column for advanced filtering options.

Group Rows

Row Grouping allows rows to be grouped by columns through performing a 'group by' operation on the rows.

  1. Click and drag the column header to the Grouping panel at the top of the report. This will then allow for you to see the data grouped based on the selected column.

Examples

  • Group by Provider will allow you to see all the matters and subsequent information by each provider organization.

  • Group by Matters will allow for you to see all the assigned timekeepers and associated information by each matter.

  • Group by Office: If you are creating a report to show timekeeper hours by office, you could "group" by offices, to make the report more readable, as well as have the option to expand or collapse rows underneath the grouping.
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⚡️ Tip: If you would like to expand rows beneath groupings, simply right click on the column header and select "expand all row groups". Note that saving a report will NOT save this setting.

Sort Columns

  1. Click on a column header to toggle between sorting "descending" or "ascending."

  2. Hold Shift (Command on Macs) and click additional columns for secondary and tertiary sorting. A number will appear next to the column name to note what level the respective column is within the sort order.

Additional Options

By clicking on the "Options" tab, you will find options to help you better analyze and summarize the data for key insights: "Filter Aggregated Values" and "Export Grouped Rows Only." By default, these are toggled to off for new reports.

"Filter Aggregated Values"

This allows you to drill down into grouped categories' summed values.

With this option toggled to on, each category's summed value will be considered when filtering any numerical column.

  • If the option is toggled to off, the numbers filter will only consider individual records, not their aggregated totals.

"Export Grouped Rows Only"

This allows you to export only the summary of grouped data.

With this option toggled to on, Paladin will export only the group's top-level aggregate data.

  • If the option is toggled to off, the report will export with all of its included data.

Modify an Existing Report

You are able to modify an existing report by opening an existing report, modifying groupings and filters, then overwriting the existing report. You will notice that once you’ve made changes to the report table, the "Save Current Report" button will become active. From there, you are able to choose from two options:

  1. Overwrite existing report

  2. Save as new report

Choosing “Overwrite existing report” will update the current report to reflect the changes you’ve made. A toast message will appear at the bottom of the screen to confirm your changes.

⚡️ Note: Overwriting an existing report will change this report for all of your firm's admin users.

Default Reports

In addition to being able to create reports, the following reports are available by default:

  • Hours by Matter: Matters report, no grouping

  • Hours By Matter Type, with Matters and their Timekeepers: Combination report, grouped by matter type, then grouped by matter

  • Hours by Provider, with Matters and their Timekeepers: Combination report, grouped by provider, then grouped by matter

  • Hours by Timekeeper: Timekeepers report, no grouping

  • Hours by Timekeeper office, with Timekeepers and their Matters: Combination report, grouped by timekeeper office, then grouped by timekeeper

Export a Report

More information is available here on how to export data from Report Builder.

FAQs

  • On reports, what criteria is used to determine whether a matter is included within a report? Matters are included if they:

    • Were open during the specified time period.
      OR

    • Had hours billed during the specified time period.

  • On reports, what criteria is used to determine whether a timekeeper is included within a report? Timekeepers are included if they:

    • Were active during the specified time period
      OR

    • Billed hours during the specified time period
      OR

    • Are assigned to a matter that meets the above criteria for included matters.

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