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LEAP Reports - FAQs

  • Nov 18, 2025
  • Knowledge

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This article is aimed at addressing some of the most frequently asked questions (FAQs) about LEAP Reports, helping you make the most of LEAP's reporting tools. While some questions may not initially appear to be related to reports, they can often be resolved by utilizing the available reporting tools. The content will be periodically updated to ensure the questions remain relevant and useful.

 
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For general instructions on how to utilize LEAP reports, please refer to this article.

Q1: What are the differences between Matter List Report and Matters Opened Report?

 

The Matters Opened Report and the Matter List Report are both aimed to provide a matter overview across your firm. While they share similarities in filtering and grouping criteria, the Matters Opened Report feature has the unique advantages of reporting on matters' 'Fee Estimate' and including the option to display the 'Client Address'. However, to display matters' 'State' and 'Other Side', you can instead use the Matter List Report.

Q2: A client has paid all her invoices, but there is still an outstanding invoice amount for her. Why is this?

 

You can run the Accounts Receivable Report, grouping results by Client, to check if there's an equal balance for outstanding invoices and Retainer on one of her matters. If that's the case, and your client has paid her invoices through Online Payments, the issue could be due to a failed invoice payment attempt. This failure results in a Retainer & Credits balance because the client attempted to pay the invoice with an incorrect Online Payments reference number or tried to pay a draft invoice. Consequently, the targeted invoice remains unpaid, and a 'Retainer & Credits Payment Received' is created for the matter.

To address this issue, upcon verification, you can simply apply the Retainer to the correct finalised invoice.

Q3: My marketing manager requires a list of client names and email addresses for a marketing mailout. Which report can provide this information?

 

You can use the Client Details Report, as the report provides a client list including their contact details. The results are filterable by matter status and type, as well as the Person Responsible and Person Acting. LEAP also provides the Card Details Report, but the report doesn't differentiate between clients and non-clients. Therefore, the Client Details Report is the better option. 

Q4: We have a matter that current staff cannot access. Is there a way to identify who has restricted access to the matter?

 

You can run the Matter List Report, which shows the Person Responsible, Acting and Assisting, as well as the Originating Attorney of the matter. One of them should have access. If they are no longer with the firm, you can temporarily enable the LEAP access for one of them (i.e. their old user account), reset the its password through the 'Staff Details' window, and log in as the user to 'unlock' the matter. Note that, to do so, you may need to temporarily disable a current Staff member’s LEAP access. Remember to communicate with the current user before proceeding and re-enable the user's LEAP access after unlocking the matter.

Q5: Is there any report in LEAP that can differentiate mattes under our different branches?

 

To organize matters by branch and distinguish between different branches, you can set up a Reporting Group for each branch and assign matters to their relevant Reporting Group. Then, generate the Matter Opened Report, ensuring the ‘Group By’ option is set to ‘Reporting Group’. This report will group matters under Reporting Groups, allowing matters under one branch to be distinguished from other branches.

To create a Reporting Group and assign a matter to a Reporting Group, please refer to this article (under 'Reporting Group'). For more information on how to utilize Reporting Groups for reporting purposes, please refer to this article (under 'Report Common Filters - Reporting Groups'). 

Q6: Which LEAP report can identify the top 15 clients with the highest debtor amounts (final invoices only) during a specific period?

 

The Invoices Report can identify the top 15 clients based on total finalized invoice value. Ensure you filter the report to include only finalized invoices, group the results by 'Client', and sort them by 'Inv Total' in descending order.

If you need to identify the top ten or top five clients in terms of final invoice value, you can also simply refer to the Firm Overview Report. Make sure to include the 'Top Ten Client' section in the filter settings. Please note that this report does not include clients beyond the top 10.

Q7: Some invoices are missing from the Invoices Report. Do you know why this might be happening?

 

To resolve the issue, please ensure the 'Include Inactive Staff' checkbox is ticked and re-generate the report. This modification helps prevent unintentional omissions resulting from changes in Staff settings.

For example, if a Staff member has been linked to two accounts, and the account associated with those missing entries has since become inactive, including inactive Staff ensures the associated invoices are included.

If the issue persists, please contact the LEAP HelpDesk for further assistance.

For more information about 'Include Inactive Staff', please refer to this article (under 'Report Common Filters' - 'Staff Filters').

Q8: Which report shows any variance between the amount of professional fee recorded and the billed amount?

 

A: Please refer to the Invoice Variance Report. The report highlights any differences between the professional fee recorded and the amount billed.

Q9: How can I find out the amounts of billed professional fees and expenses by areas of law for a specific period?

 

You can utilize the Invoices Report. Be sure to group results by 'Matter Type' and set filters accordingly to meet your specific need. 

 
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If you are interested in custom reports, LEAP integrates with RedView to provide you with Custom Reporting. For more information on RedView, please click here. 

 

Should you have any enquiries or support requests regarding custom reports, please contact RedView directly via redraincorp.com/contact-us.

Last Modified Date
11/18/2025 11:28 PM
Title
LEAP Reports - FAQs
URL Name
LEAP-Reports-FAQs-US

Resolution
Reports
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LEAP Reports - FAQs