Filters results to include only the selected critical date aliases. 

• Only shows critical dates that are in use (i.e., they have an entered date).  

Includes three staff-related filters to narrow down matters based on the roles of selected staff members:

• Inc. Inactive Staff: Provides an option to include or exclude Inactive Staff Members from the the Staff list for selection. 

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).

• Staff Type: Filters results to include only matters where the selected staff member(s) are assigned to one of the following roles:
  • Staff: Include all below three staff roles. 
  • Staff Responsible
  • Staff Acting
  • Staff Assisting

• Staff: Provides a list of staff members to select from, dynamically updated based on the 'Include Inactive Staff' setting. 

NOTE: The interaction between 'Staff Type' and 'Staff' filters is as follows:

• When 'Staff' is chosen as the 'Staff Type', selecting Staff A in the 'Staff' list will display matters where Staff A acts as Staff Responsible, Staff Acting or Staff Assisting (at least one of the three roles).
• Choosing 'Staff Responsible', 'Staff Acting' or 'Staff Assisting' as the 'Staff Type' and selecting Staff A in the 'Staff' list will specifically show matters where Staff A is designated in the selected role only.

Includes two matter-related filters:

• Matter Status: Filters results to include only matters that match any of the selected matter status(es).  
  • The drop-down list only displays matter statuses currently in use (including 'Archived' if you have any archived matters). 
• Matter Type: Filters results to include only matters that match any of the selected matter type(s).
  • The drop-down list only displays matter types currently in use.  

• None: No grouping is applied. 
• Client
• Matter Number
• Matter Type
• Staff Acting
• Staff Assisting
• Staff Responsible