Rocket Matter Knowledge Base Reports'I want to see all matter related contacts' Report Key

'I want to see all matter related contacts' Report Key

Report Filters

  • 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

  • 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.