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Knowledge BaseMatters Opened by Staff Resp & Acting Chart Report
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Matters Opened by Staff Resp & Acting Chart Report

  • Aug 10, 2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Management > Matters Opened by Staff Responsible & Acting Chart

Purpose: The report provides a comprehensive overview of matters opened within the selected period, broken down by Staff Responsible and Staff Acting. For each breakdown, the report provides:

  • A bar chart depicting the distribution of matters opened by each relevant staff member in their role as Staff Responsible or Staff Acting.
  • A table with a detailed Staff Responsible/Staff Acting breakdown of matters, including Matter Number, Matter Type and Instruction date (Engagement Date). 

Report Trigger: The report will feature matters with an 'Engagement Date' falling within your selected period, defined by the 'Start Date' and 'End Date'. The 'Engagement Date' is entered under the matter's Calendar & Tasks tab.

Report Filters:

Date Range

Displays featured transactions that occurred within the chosen date range.

NOTE: The Date Range should be less than one year.

Matter TypeLimits the results to selected matter type(s).
Display

Offers the following two options:

  • Yes: With this option, all row groups will be expanded, giving the full details, including the Matter No. and Client associated with the relevant invoice.
  • No: With this option, the Matter No. and Client associated with the relevant invoice are not displayed.

Report Fields:

Matters opened by Staff Responsible (Bar Chart)Displays a bar chart detailing the percentage of matters opened by each Staff Responsible.
Breakdown of Staff Responsible (Table)Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including:
  • Matter Number
  • Matter Type
  • Instruction date (Engagement Date)
A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.
Matters opened by Staff Acting (Bar Chart)Displays a bar chart detailing the percentage of matters opened by each Staff Acting.
Breakdown of Staff Acting (Table)

Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including:

  • Matter Number
  • Matter Type
  • Instruction date (Engagement Date)
A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.
Last Modified Date
8/10/2025 8:20 PM
Title
Matters Opened by Staff Resp & Acting Chart Report
URL Name
Matters-Opened-by-Staff-Responsible-Acting-Chart-Report-US

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Matters Opened by Staff Resp & Acting Chart Report