Displays matters that were archived within the selected date range. 

NOTE: The set date range should be less than one year. 

Includes three staff-related filters to narrow down matters: 

• Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of 'Staff Responsible' and 'Staff Acting'. 

NOTE:

• • A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).
  • The staff lists dynamically update based on the 'Include Inactive Staff' option setting.
• Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default.
• Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default.

Includes one display option: 

• Group By: Offers the following grouping options:

• • None: No additional grouping is applied.
  • Staff Responsible
  • Staff Acting
  • Matter Type