Tracker & Reporting
Get a bird's-eye view of every active matter with Kanban boards, table views, and export to Excel and branded PDFs.
The Tracker gives you a real-time overview of every matter in your practice. Switch between Kanban boards and table views, apply filters by status, surveyor, or deadline, and instantly identify matters that need attention.
Key capabilities
Kanban Boards
Visualise your workload as a Kanban board with matters grouped by status. Drag and drop to update.
Table View
Switch to a detailed table view with sortable columns, inline editing, and bulk actions.
Powerful Filters
Filter by matter status, assigned surveyor, deadline range, job, or any combination of criteria.
Deadline Alerts
Matters approaching or past their deadlines are highlighted automatically so nothing is missed.
Export Reports
Export filtered views to PDF or Excel for reporting to appointing owners, insurers, or your team.
Dashboard Overview
Your dashboard surfaces key metrics — active matters, upcoming deadlines, and recent activity at a glance.
Two views, one source of truth
The Kanban view is ideal for visualising workflow and spotting bottlenecks. The table view gives you granular detail with sortable columns and inline editing. Both views share the same real-time data.
- Drag and drop matters between status columns on the Kanban board
- Sort by any column in table view — deadline, surveyor, status, or date
- Apply the same filters across both views
- Saved filter presets for common views you use regularly
Spot issues before they become problems
The Tracker highlights matters that need attention — approaching deadlines, stalled matters, and items waiting for responses. Combined with dashboard metrics, you always know where to focus your time.
- Colour-coded deadline indicators (on track, approaching, overdue)
- Filter to see only matters assigned to you
- View matters by job to see progress across an entire project
- Real-time updates as your team works across the platform
Explore more features
See how other parts of the platform work alongside Tracker & Reporting.
Job & Matter Management
Organise your entire workload in one place with full visibility over every action, communication, and document in your jobs and matters.
Calendar & Scheduling
Schedule inspections, deadlines, and appointments with a shared team calendar that syncs with your existing tools.
Timesheets
Track time and costs for every matter and export ready-to-send PDF or Excel timesheets.