In addition to our Contract management and Matter management insights, you'll be able to export information from your Document and Matters lists for further reporting with the click of a button.
You might recall that your Document list and Matters list are both similar to a spreadsheet, allowing the visualisation of data in columns so that you can search, sort and filter your files.
This guide will highlight the steps to export the Document and Matters lists into a CSV format for further analysis.
Top tip! The data on your Document and Matters lists are determined by your account's role and company structure. Consider whether you have the correct level of access required to conduct accurate analysis in Microsoft Excel.
Exporting data to Microsoft Excel
Step 1. To export data to Microsoft Excel, head to the main menu and select Documents or Matters respectively.
Step 2. Refine your data by using the search, sort and filter buttons to create your desired view.
Step 3. Select the table tools icon from the top right hand corner of the table and click Export to CSV.
The resulting export will contain all data associated with the searching and filtering parameters you selected.
You might like to further use this information to conduct your own analysis of files in Microsoft Excel.
Top tip! If your dates are not in the right format when you Export to CSV, double check that your device's regional settings are set to the correct country.
Exporting a Key Fact Changes Report to Excel
Need to track what's changed on your executed contracts? You can export a report of all Key Fact modifications made to documents that were executed within a date range you choose.
This is useful for auditing post-execution changes, compliance reporting, or sharing a summary of changes with stakeholders.
Step 1. Head to the Document list.
Step 2. Click the tools icon on the toolbar above the document grid.
Step 3. Select Export Key Facts Changes. You'll find this below the existing "Export to CSV" option.
Step 4. Choose a From Date and To Date to define the period you're interested in.
The report will include any document that was executed within this date range and has had one or more Key Facts modified since execution.
Step 5. Click Export key facts changes. A CSV file will download automatically.
What's included in the report?
Each row in the CSV represents an individual Key Fact change. The report includes:
Document ID
Document Name
Key Fact Modified
Previous Value (if available)
Updated Value (if available)
Modified Timestamp
Modified By (if available)
Note: The report only includes documents with an Executed status. The date range filter applies to the execution date of the document — not the date the Key Fact was changed.
Note! You can export up to 10,000 document rows at a time. Should you need to export more documents, use filters to export your Document list in batches.
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