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CommunityWho decided it was a good idea to limit the date range in matter reports? I had to run the Matter Opened report SIX TIMES, and then combine it all in Excel, just to get all the data I needed for the task I was doing.

Who decided it was a good idea to limit the date range in matter reports? I had to run the Matter Opened report SIX TIMES, and then combine it all in Excel, just to get all the data I needed for the task I was doing.

D. Timothy Wilton (Customer) asked a question.

Who decided it was a good idea to limit the date range in matter reports? I had to run the Matter Opened report SIX TIMES, and then combine it all in Excel, just to get all the data I needed for the task I was doing.

And this is a recent change. I know for a fact I could run this report from 1/1/1900 at one point (Leap Support GAVE me that solution), and it's only recently that I now can't.


Liberty Moultrie likes this.
  • Hi @D. Timothy Wilton (Customer)​ !!

     

    This change was implemented for technical reasons. Running the entire list was putting a heavy amount of strain on the servers. As an alternative: Operating Account > Matter Balances and set: Matters = All Matters (if they want archived files) and Inc Matters with Nil Balances = Yes

     

    Kindly,

     

    Lori Villiarola

    Expand Post
    Selected as Best
  • Hi @D. Timothy Wilton (Customer)​ !!

     

    This change was implemented for technical reasons. Running the entire list was putting a heavy amount of strain on the servers. As an alternative: Operating Account > Matter Balances and set: Matters = All Matters (if they want archived files) and Inc Matters with Nil Balances = Yes

     

    Kindly,

     

    Lori Villiarola

    Expand Post
    Selected as Best

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Who decided it was a good idea to limit the date range in matter reports? I had to run the Matter Opened report SIX TIMES, and then combine it all in Excel, just to get all the data I needed for the task I was doing.