> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Review the firm portfolio over time

> Compare live open matters with saved snapshots and interpret projected-fee totals.

Open [Tools → Reporting → Portfolio Report](https://attorney.dearlegal.com/dashboard/reports/portfolio-comparison). This report groups open matters by case type and displays counts and projected fees.

## Choose the reporting date

Use **Portfolio as of** to choose **Now · Live portfolio** or an available saved snapshot. Live data reflects the current open-matter records. Check the capture time and organization scope shown above the table when interpreting the result.

<Frame caption="The Leginar demonstration organization's portfolio, with live/snapshot selection and missing-fee notice.">
  <img src="https://mintcdn.com/grand-charter/zQHBSF8DN2vYm8-f/images/help/portfolio-report.jpg?fit=max&auto=format&n=zQHBSF8DN2vYm8-f&q=85&s=3dcd8b8bb8711c4e3a0c3c1ef2c7cdb1" alt="Firm Portfolio Report with Portfolio as of, Compare against, Refresh Live Report, and case-type counts and projected fees." width="1280" height="720" data-path="images/help/portfolio-report.jpg" />
</Frame>

## Compare two points in time

Choose an earlier or later snapshot under **Compare against**, then select **Compare Portfolios**. Read the earlier, later, and Change columns together. The page calculates change from earlier to later, regardless of the order in which you selected the dates.

Review individual case-type rows before using Grand Total, PI, or Non-PI summaries. Changes can reflect both the set of open matters and the projected-fee values recorded on those matters.

## Interpret missing projected fees

The report flags matters with no projected fee and counts their contribution as zero. A zero contribution therefore does not necessarily mean the matter has no expected fee. Review the missing-fee notice and the underlying case information with the responsible staff member.

Projected fees describe recorded projections. Use accounting receipts and [individual disbursements](/docs/help/accounting/disbursements) for payment progress.

## Refresh or export

Use **Refresh Live Report** for current data. Select **Download Excel** after the report loads, then open the downloaded file and confirm the selected dates, organization scope, and totals before sharing it. Choosing a historical snapshot does not update it to today's values.

For a custom report with different fields or filters, use the [report builder](/docs/help/reporting/build-report).