Creating reports from the document list
Exporting Document and Matters lists for reporting purposesIf you're looking to build your own reports outside of Plexus, exporting your data to Excel is a great place to start.
Creating visual charts and calculating quick equations in your document listUnlock value from your document list by creating in-system visual graphs and basic spreadsheet calculations
Using spreadsheets to further report on information from PlexusThis article will show you how to export and manipulate your data to get quick answers to your reporting questions