'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 un-billed activity among all filtered Matters. This amount will update as activity is added and Invoices are processed.
- Total Balance: This amount reflects the balance of all operating ledgers, including positive credit adjustments, debit adjustments, and Invoices processed. Pending trust transfers are 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 status.
- Statute of Limitations: This filter will scope the report to Matters that have a statute of limitations date set. This is configured at 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 the 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: This column displays the Matter name.
- Type: This column displays the Matter type (hourly, contingency, flat fee) in which the Matter belongs to. Matter types are assigned at the Matter level, within the 'Edit Matter' page.
- Status: This column displays the status (open, closed, completed) in which the Matter belongs to. Matter statuses are assigned at the Matter level, within the 'Edit Matter' page.
- 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 are excluded from this calculation.
- Pending Invoicing: This amount reflects the total amount of un-billed activity for the Matter. This amount will change and update as an activity is added and Invoices are processed.