'I want to see all matter related contacts' Report Key
Report Filters
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- Start Date & End Date: This filter will scope the report to Matters created between the specified date range.
- Client: This filter will scope the report to only the specified Clients. By default, if this field is empty and all Clients will be displayed.
- Matter: This filter will scope the report to only the specified Matter. By default, if this field is empty and all Matters will be displayed.
- Select Status Filter: This filter will scope the report to Matters in the open, closed, or completed status.
Report Columns
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- Client: This column displays the Client name in which the matter’s belong to.
- Matter: This column displays the Matter name.
- Status: This column displays the Matter status.
The rest of the columns are created by custom fields added to the system.