Print or Export Activities

Learn how to print or export Activity from an individual matter.  This is a helpful way to:

• show a client everything completed over time or a custom date range;
• create an itemized list of completed activities to make sure everything is billed correctly; and
• use as a business analytic tool to know how much work you are completing for your rate

Table of Contents

• Print or export activity for a matter
• Print or export activity for all matters

Print or export activity for a matter

1.    Open a Matter and select the Activity tab.

2.    Select Print or Export from the Matter Action Bar.

3.    When you select Print - the timeline and list of activities are shown in a new window. 

4.    Tick the box next to Show timeline if you wish to display the timeline chart in the print-out.

Tip:  You can preview the report in single page mode, two page mode or scrollable mode.

5.    Select Print once you are ready to print.

6.    When you select Export - the list of activities are saved to your computer as a .CSV file.

Print or export activity for all matters

1.    Select Activity from the left menu on the triConvey Home Dashboard.

2.    Select Print or Export from the triConvey Action Bar.

3.    When you select Print - the timeline and list of activities are shown in a new window. 

4.    Tick the box next to Show timeline if you wish to display the timeline chart in the print-out.

Tip:  You can preview the report in a single page mode, two page mode or scrollable mode.

5.    Select Print once you are ready to print.

6.    When you select Export - the list of activities are saved to your computer as a .CSV file.