Rocket Matter Knowledge Base
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Reports
- How to use the 'Billable Activity by User(s)' Report.
- How to use the Origination Report.
- How to use the Productivity per User Report.
- How to use the Productivity per Matter Report.
- How to use the Collections Report.
- Collections Report: Why does 'None' appear as the user in my report?
- How to use the Allocation Report.
- How to use the Invoice Sharing Report.
- How to access Advanced Search.
- How to view the emails you have sent and find out what the email status is.
- 'I want to see a collections report for all matters' Report Key.
- 'I want to see Billable Activity by User(s)' Report Key.
- 'I want to see what the firm is owed' Report Key.
- 'I want to see what the firm has been paid' Report Key.
- 'I want to see a list of all matters' Report Key.
- 'I want to see a list of all invoices processed over a specified time period' Report Key.
- 'I want to see a list of all tasks in open matters' Report Key
- 'I want to see all matter related contacts' Report Key
- 'I want to see originator for all clients' Report Key
- 'I want to see all my statements per client' Report Key
- 'I want to see the status of my paperless invoices' Report Key
- 'I want to see all my matters that have a certain workflow status attached' Report Key
- 'I want to see a high level view of my matters and their statuses' Report Key
- 'I want to see all matters in which I am sharing invoices' Report Key
- 'I want to see a list of all of my matters which have a tax rate applied to them' Report Key
- 'I want to see the taxes invoiced and collected during a time period' Report Key
- 'I want to see the allocation for all payments received during a time period' Report Key
- 'I want to see all the expenses incurred' Report Key
- 'I want to see a list of matters with budgets' Report Key
- 'I want to see all of my trust transactions by client' Report Key.
- 'I want to see all of my trust account transactions' Report Key
- 'I want to see all payments towards invoices' Report Key.
- 'I want to see a list of all matters with an Evergreen Retainer' Report Key
- How to use the 'I want to see the firm's collection realization rate' Report.
- How to run a report showing the trust balances for all matters; Open, Closed or Completed.