Displays all matters opened within the selected date range. 

NOTE:

• The opening date of a matter is based on the 'Date Opened' set in the matter’s Calendar & Task tab.
• The specified date range cannot be greater than three years.

Includes the following filters helping to filter matters:

• Reporting Group: Filters results to only include matters that are assigned to the selected Reporting Group(s).
• Matter Status: Filters results to only include matters that fall under any of the selected Matter Status(es).
• Matter Type: Filters results to only include matters that fall under any of the selected Matter Type(s). 

Includes the following fives filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity.

• Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of 'Staff Responsible', 'Staff Acting', 'Staff Assisting' and 'Credit'. 
  • • If you suspect missing entries for a particular staff member in the generated report, switch the Inc Inactive Staff filter to Yes (if it was previously set to No) and then regenerate the report. This can prevent unintentional omissions caused by certain changes in Staff management. For instance, a Staff member might have been linked to two Staff accounts, and the one associated with a matter has since become inactive.

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 below four 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.
• Staff Assisting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default.
• Credit: Filters results to include only matters where the selected staff member(s) are assigned as the Credit. All staff members are included by default.

Includes the following two display options: 

1. Inc Client Address

• Yes: Includes 'Client Address' as a displayed field, showing the address of the client on the Matter.
• No: Excludes 'Client Address' as a displayed field.

2. Group By: Offers the following grouping options:

• • None: No grouping is applied.
  • Client
  • Credit
  • Matter Status
  • Matter Type
  • Reporting Group
  • Staff Acting
  • Staff Assisting
  • Staff Responsible