Displays all referred matters with at least one of the following transactions occurring within the specified date range:

• Professional Fees recorded, based on the date of a professional fee entry. 
• Professional Fees invoiced, based on the invoice date.
• Professional Fees paid, based on the payment received date. 

Displays value inclusive or exclusive of tax. 

• Yes: Display value inclusive of tax (default).
• No: Display value exclusive of tax. 

Provides an option to expand or collapse row groups. 

• No: Collapse row groups (default).
• Yes: Expand row groups. 

NOTE:

The report automatically groups results by 'Work Obtained' sources. A matter's 'Work Obtained' source is specified in the 'Matter Details' window, under the 'Matter Details' tab. 

• When not expanded, only the 'Work Obtained' group row. 
• When expanded, add 'Referrers' within the 'Work Obtained' group.  

The value of professional fees recorded on the matter within the selected date range.

NOTE:

• Only includes professional fees on the matter dated within the specified date range. 
• The value reflects the recorded value of a professional fee. 

The value of professional fees invoiced on the matter within the selected date range.

NOTE:

• Only takes into account invoices on the matter dated within the specified date range 
• The value reflects the invoiced professional fee value, which might not be the same as the original recorded value. 
• Excludes deleted/reversed invoices, regardless of the deleted/reversal date.

The value of professional fees paid on the matter within the selected date range.

NOTE:

• Only takes into account payment received on the matter dated within the specified date range. 
• The value reflects the paid professional fee value, which may differ from the originally recorded or invoiced value.
• In general, payment received value is allocated to invoice items proportionally based on their invoiced amounts.