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Enhanced Reporting Success Kit

Welcome to Unity’s next evolution of powerful reporting. Our enhanced customizable reports deliver compelling visualizations needed to effectively analyze your data and uncover hidden insights. You’ll be able to quickly view key metrics, identify trends, drill into complex data, create custom dashboards, easily share reports, and more!  

Robust datasets and capabilities allow reporting across various types of legal data. You can build reports from scratch or clone an existing report and customize. We empower you to create and customize your own reports because you know your business best. 

Reference our additional resources on the right for more information on how to get started.

Best Practices

Successfully utilize our enhanced Reports and check out some of our recommended best practices!

  • Make a copy of our existing out-of-the-box prescriptive reports as a starting point to make adjustments and create your customized advanced report.
  • Keep your end goal in mind for what fields you need before you begin building out your report.
  • Consider the target audience for the dashboard. Do they want to see more detail or is it best to focus on high level KPIs?
  • Think about what business questions the report should answer to help drive what data needs to be included and how it might be best presented.
  • Try not to put too much on one view or page. Enhanced Reporting allows for tabs in dashboards so your data can be logically presented.
  • Include context, when possible, with conditional formatting to help your audience understand if a KPI is ‘good’ or ‘bad’.

FAQs

Here are some of our top FAQ’s to answer your question:

Why is this field not populating the data I thought it would?

One of the main differences is that Enhanced Reporting data is refreshed every 24 hours, whereas other reports are refreshed in real time. Enhanced Reporting also offers more robust functionality and visualization options to help users explore data and share insights.

 Can reports be shared with others who do not have a Unity login?

Yes, if you need to share a report with someone who does not have Unity access, click on the more (…) option in the top-right corner of the report dashboard and select Download as image. This downloads the report to your computer so that you can share it as needed.

To share the report with a Unity user who has access to Enhanced Reporting, choose the Copy dashboard URL or Share dashboard by email options.

How can specific charts in a report be copied or edited?

You can clone an individual chart in a report by clicking the more (…) option in the top-right corner of the chart and selecting View chart in Explore.

Please check out our short tutorial videos for additional information.

Can I choose what time report data is refreshed?

No, all Enhanced Reporting data is refreshed between 12:30am to 2:30am Pacific Time each day. At this time, there is no option to adjust or customize the refresh time.

Why is this field not populating the data I thought it would?

Please check the dataset descriptions and definitions in the resource center to determine what the correct field selection should be and adjust appropriately.

Why is this filter not working?

First try to remove all filters selected and add them back 1 by 1. If it is a date filter, try selecting different dates.

We hope this success kit guides you on how to use Unity’s enhanced Reporting to its maximum potential. If you have any further questions, please take a look at our other resources on the right-hand side of this page.  As always, your Customer Success team is here to help! Contact your CSM or Support team for more information on how to get started with Enhanced Reporting.

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