Displays all matters opened within the selected date range.

Note: The opening date of a matter is determined by its Engagement Date, as set in the Matter’s Calendar & Tasks tab.

Includes two filters:

• 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 Originating Attorney. 

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 any of 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 any of 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 any of the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default.
• Originating Attorney: Filters results to include only matters where any of the selected staff member(s) are assigned as the Originating Attorney. All staff members are included by default.

Includes the following two filters:

• Other Side
  • Yes: Includes 'Other Side' as a displayed field, showing the name of the 'Other Side' card in the Matter.
  • No: Excludes 'Other Side' as a displayed field.
• Achived Matters
  • Yes: Include archived matters in the report. 
  • No: Exclude archived matters from the report. 

NOTE:

• The Date Range should be less than three years when you set the 'Include Other Side' filter to Yes. 
• The 'Matter Status' options do not include 'Archived'. To include Archived Matters, you will need to set the 'Archived Matters' option to Yes. 

Includes the following display options: 

• Display > Group By: Offers the following grouping options:

• • None: No additional grouping is applied.
  • Client
  • Credit
  • Matter Status
  • Matter Type
  • Staff Acting
  • Staff Assisting
  • Staff Responsible
  • State
• Click Display > Expand Row Groups > Yes to display all the matter details and especially before exporting the report. Choose Group By to enable this menu option.