Completed Settlements by Staff

Shows the number of settlements completed by staff members in their role as the Person Acting during the current working week (Monday to Friday).

Key features:

• No filters required — simply click View to generate the report.

• Structured by weekday columns (Monday to Friday), displaying the number of settlements each staff member completed per day, along with a total for the week.

• Based on the confirmed Settlement Date recorded under the Calendar & Tasks tab.

Displays details of upcoming settlements due today, tomorrow, this week and next week. Matters are included based on their unconfirmed Settlement Date recorded under the Calendar & Tasks. Helps staff stay informed of scheduled settlements for today, tomorrow, this week, or next week.

Key features:

• No filters required — simply click View to generate the report.

• Offers quick-view tabs: Today, Tomorrow, This Week, Next Week, and Compare.

• Overview section summarises the total number of upcoming settlements for the current and next month.

• Lists key details including Date & Time, Matter Type, Matter Number, Client, Property Address, Venue, Staff Acting and Staff Responsible.