Cross-Matter Reporting lets you build custom reports that pull data from workstreams across multiple matters into a single, unified view. Instead of opening each matter individually to check task statuses or due dates, you can surface that information across your entire portfolio at once.
You can report on two things: high-level matter metadata (clients, owners, dates) or the rows and columns inside your workstreams – tasks, statuses, due dates, assignees, and any other fields your team tracks.
Accessing Reports
From the top navigation bar, click Reporting and select Reports from the dropdown. This opens the Reports library, which lists all reports you have access to.
From here you can sort and group reports, see whether each one is Public or Private, open any existing report, or star a report to pin it to the top of your list. To start a new report, click + Create Report in the top-right corner.
Creating a Report: Step by Step
The Report Builder walks you through five steps. You can navigate back and forth at any time using the Back button or by clicking a completed step in the progress bar at the top.
Step 1: Name Report
Give your report a name and an optional description. Then choose what you want to report on:
- Matters – A list of matters with matter-level fields: client, owner, dates, jurisdiction, and similar metadata.
- Items (Workstreams) – Rows and columns from workstreams across matters. This is the right choice for most operational reports, such as tracking tasks, statuses, and due dates across a portfolio.
Step 2: Select Scope
Choose which matters to include. You can include all matters, filter to a specific client, or pick a curated set. Narrowing scope keeps the report focused and fast.
Step 3: Choose Columns
Select up to 40 columns to include. Lupl scans workstreams within your scope and surfaces all available field names, together with how many workstreams each field appears in – making it easy to spot the most widely used columns.
- Drag to reorder – Use the handle on the left of each row to arrange columns in your preferred order.
- Search columns – Filter the list by name when working with many fields.
- Advanced Mapping – Some columns, particularly Status, may carry different option values across different workstreams. Look for the gear icon next to a column to configure how those values are unified in your report. See Advanced Mapping below.
The counter in the top-right of the column list (e.g. 5/40) shows how many columns you have selected.
Step 4: Review & Finalize
A live preview of your report appears, populated with real data. Here you can configure how the report is displayed before saving:
- Sort – Order rows by any selected column, ascending or descending.
- Group – Collapse rows into groups by a shared column value, such as grouping all tasks by Matter Name or Status.
- Filter – Show only rows that meet one or more conditions – for example, Status = “In Progress” or Due Date within the next 30 days.
- Row Height – Switch between compact, normal, and tall row densities.
- Date & Time – Control the date format and whether times are shown alongside dates.
- Manage Columns – Add, remove, or reorder columns without leaving the preview.
Sort, group, filter, and display settings are saved with the report, so it opens in the same configured state every time.
Step 5: Access
Set who can view the report. See Controlling Who Can See a Report below. Once you’re happy, click Save Report (or Update Report when editing an existing one).
Advanced Mapping
Workstreams across different matters are often built independently, which means the same conceptual column – such as Status – can carry different option values in different workstreams. One workstream might use Not started / In progress / Complete, while another uses First Draft Awaited / With Lender Counsel For Review / Agreed Form. Without mapping, those values appear as completely separate entries in a cross-matter report.
Advanced Mapping solves this by letting you define a unified set of display values and map each workstream-specific option to one of them. The report then shows your canonical labels rather than the raw workstream values.
To access it, look for the gear icon labelled Advanced Mapping next to a column in Step 3:
It appears on any column where Lupl detects that option values differ across workstreams, and is most commonly needed for Status, Priority, and similar single- or multi-select fields.
Note: Advanced Mapping does not modify the underlying data in any matter. It only affects how values are displayed within this report.
Controlling Who Can See a Report
In Step 5, choose one of three access levels:
- Just me (default) – Only you can see and open this report. It appears as Private in the Reports library.
- Specific users – You choose which colleagues have access. Useful for sharing a report with a practice group or client team.
- All users – Everyone in your organization can view the report. It appears as Public in the Reports library.
Access can be changed at any time by opening the three-dot menu on a report card and selecting Edit, then navigating to Step 5.
Managing Existing Reports
From the Reports library, you can:
- Open a report – Click its card to view the live data.
- Edit a report – Click the three-dot (⋯) menu on a report card and select Edit to reopen the Report Builder and change any settings across all five steps.
- Star a report – Click the star icon on a report card to pin it to the top of your list.
- Sort and group the list – Use the Sort and Group controls in the Reports library to organize the list of reports itself (separate from sorting within an individual report).
The library shows when each report was last updated and who owns it, making it easy to find the right version.
Getting the Most Out of Reports
Once you're comfortable with the Report Builder, take a look at our companion guide, Cross-Matter Reporting: Use Cases and Best Practices. It covers ready-made report configurations for common workflows – from client status calls to monthly portfolio reviews – along with tips for keeping your reports accurate, fast, and easy to manage as your library grows.