Matters Due for Completion Report

24/08/2025
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Location: LEAP Menu > Reports > Matters & Clients > Conveyancing > Matters Due for Completion

Purpose: Displays active Conveyancing matters with a Completion Date within a specified date range, with options to filter by matter type and staff.

Report Criteria: To be included in this report, a matter must meet the following conditions:

A Completion Date must be entered under the 'Calendar & Tasks' tab of the matter.
The matter's status must not be 'Complete', 'Not Proceeding' or 'Archived'.

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As this report focuses on active Conveyancing matters, the default setting excludes matters where an inactive staff member acts as 'Staff Responsible' or 'Staff Acting.' To change that for potential broadened results, you can set 'Include Inactive Staff' to 'Yes'.

Report Filters:

Date Range	Displays Conveyancing matters with an unconfirmed Settlement Date within the selected date range.
Staff	Includes three filters: Include Inactive Staff: Provides an option to include or exclude inactive staff in the 'Staff Responsible' and 'Staff Acting' lists for selection. The default option is set to 'No'. NOTE: An inactive staff member is a staff member whose 'Current Staff' status has been toggled off under the Staff- Application Settings. Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the 'Person Responsible'. Staff Acting: Filters results to include only matters where the selected staff members are assigned as the 'Person Acting'.
Matter Type	Filters results to include only matters with the selected type(s).
Display	Includes two display options: Group By: Allows users to group the list by: None (default): No grouping is applied. Matter Type Staff Acting Staff Responsible Expand Row Groups: Only active when the 'Group By' option is not set to 'None'. No (default): When set to 'No', the grouped rows remain collapsed, not showing the matter's Staff Responsible or Staff Acting. Yes: When set to 'Yes', all grouped rows are expanded, further showing the matter's Staff Responsible and Staff Acting.

Report Filters:

Matter No.	The matter number.
Client	The client(s) on the matter.
Matter Type	The matter's matter type.
Property Address	The property address, entered in the 'Property' card of the matter table.
Resp.	The matter's Person Responsible,
Act.	The matter's Person Acting.
Exchange Date, Contract Date and Cooling Off Date	When the Expand Row Groups option is set to Yes, the report will add the three columns, displaying key dates in accordance with dates entered under the Calendar & Tasks tab of the matter.
	NOTE: 'Resp.', 'Act.', 'Exchange Date', 'Contract Date' and 'Cooling Off Date' columns are only available when Expand Row Groups (Display) is set to Yes.
Settlement Date	Unconfirmed Completion Date as recorded under the Calendar & Tasks tab of the matter, including any unconfirmed past dates within the chosen date range.
Settlement Venue	The settlement venue set in the 'Settlement Details' card on the matter table.
Settlement Time	The settlement time set in the 'Settlement Details' card on the matter table.

Last Modified Date

24/08/2025 9:48 pm

Title

Matters Due for Completion Report

URL Name

Matters-due-for-completion-Report-UK

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