Rocket Matter Knowledge Base Reports'I want to see a list of all matters' Report Key

'I want to see a list of all matters' Report Key

This report will provide all matters, which can be filtered by open, completed, and closed. To access the aggregate totals for pending invoicing and total balance, you will have to access this report from the reports page. If you navigate to the matters report directly with the “Matters” button in the navigation column, the report summary will not be present. 

Report Summary

Pending Invoicing: This amount reflects the total amount of unbilled activity amongst all filtered matters. This amount will change and update as activity is added and invoices are processed. 

Total Balance: This amount reflects the balance of all operating ledgers, this included positive credit adjustments, debit adjustments, and invoices processed. Pending trust transfers excluded from this calculation. 

Filters

Primary Attorney: This filter will scope the report to matters with an associated Primary Attorney. This filter can be left empty. 

Currency: This filter will limit the results to the client’s invoices that have the specified currency set.

Matter Status: This filter will scope the report to matters in the open, closed, or completed. 

Statute of Limitations: This filter will scope the report to matters that have a statute of limitations date set. This is configured on the matter level, on the edit matter page. 

 

Report Columns

Primary attorney: This column displays the primary attorney. For matters that do not have a primary attorney, the record will show a blank value. 

First Name/Company: This column displays the first name of the client OR full name for business clients.

Last Name: This column displays the last name of the client. If the client is a business, the field will remain empty.

Matter: Matter name.

Type: This column displays the Matter Type in which the matter belongs to. These Matter Types are assigned at the matter level, within the Edit Matter page (hourly, contingency, flat fee).

Status: This column displays the Matter Status in which the matter belongs to. These natter statuses are assigned at the matter level, within the 'Edit Matter' page (open, closed, completed). 

Statute of Limitations: This column displays the Statute of Limitations date IF one was assigned to the matter. 

Open Date: This column displays the date when the matter was opened. 

Most Recent Activity: This column displays the date in which that Matter was last interacted with. These interactions could be in the form of, editing/adding activity, uploading documents, changing project management statuses, or any other permanent changes. 

Current Balance: This amount reflects the balance of all operating ledgers, this includes positive credit adjustments, debit adjustments, and invoices processed. Pending trust transfers excluded from this calculation. 

Pending Invoicing: This amount reflects the total amount of unbilled activity for the matter. This amount will change and update as an activity is added and invoices are processed.