Reports - Trending Reports & Graphs
This help page describes how to download data from Safari to create trending reports and graphs using Microsoft Excel. You can build these trending reports to show trends by Type, Subtype, Entity, or any data you chose for sorting.
How to Create Trending Reports and Graphs
Video Tutorial (recording of our live training session about this topic on 11/30/2022 - 17 minutes):
The example below is how to create a trending report of new matters, organized by Type. You can also generate similar reports using different dates, such as the Matter Closed Date, Portal Opened Date, etc.
1. In Safari, run the All Data report (first report in the Reports list).
2. If you want to limit the report results to a certain criteria or date range, use the filter icon 
at the top of the applicable column. For example, if you want to limit the report to matters created this year, use the filter icon for the Date Received column, then in the pop-up window click the Dates button, and choose the Between option:
3. Export the data to a CSV file.
4. Open the CSV file in Microsoft Excel. (Note: If you click on the file in the download section of your browser, it should automatically open the file with Excel. If it doesn't, go to your download folder, and right click on the file, and choose "Open with... Excel".)
The next instructions apply to Microsoft Excel. Excel has slightly different interfaces and buttons depending on the version and whether you have a PC or an Apple computer. So, the instructions and images might not match what you see.
5. On the Home tab of Excel, click "Format as Table" button.
6. You'll be asked to pick a format. Any format is fine; our preference is with minimal colors.
7. Excel then asks you to confirm the cells to include in the table. The cells should automatically fill in. Make sure that "My table has headers" is checked, then click OK.
When reviewing the cell range, ignore the "$". In the example above, the table data is contained in cells A1 through P86.
8. Excel should put you on the "Table" tab (if not, click on the Table tab). Then click the Summarize with PivotTable button.
9. In the Create PivotTable window, leave the settings as shown below and click "OK."
10. In the "PivotTable Fields" on the right, (i) click and drag the applicable date field (in this case the "Date Received) into the "Rows" box, (ii) click and drag Safari ID into the "Values" box, and (iii) click and drag Type (or you might want SubType) into the "Columns" box. In the table on the left, click on the + to the left of the years to expand, then click on the + to the left of the quarter to see all the data.
11. If you don't want the quarters showing, then in the PivotTable Fields on the right click and drag "Quarters" out of the Rows box. Then click on the "PivotChart" icon in the Excel headers to see a graph of the data (see example below).
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