Rocket Matter Knowledge BaseTasksHow to pull a report on all open Tasks in Matters.

How to pull a report on all open Tasks in Matters.

1. Click on 'Reports' from the left-hand navigation panel.

Only users with Admin. access have the ability to pull reports. If you cannot see the 'Reports' section, contact your firm's administrator for help.

2. Select 'I want to see a list of all tasks in open matters'.

3. The report will pull all uncompleted tasks in open matters. Click 'Export' to export your report.