How to find a closed Matter.
There are several ways to locate a closed Matter:
- Run the 'Matters List' report.
- View the Client's Contact record.
- Run an 'Advanced Search'.
1. Run the 'Matters List' report.
a. Select 'Matters' from the left-hand navigation panel.
![](https://media.screensteps.com/image_assets/assets/005/015/172/original/6beca6b0-bafa-41f4-9311-5b0e2a404321.png)
The 'Matter List' report can also be accessed in 'Settings' under the 'Reports' section.
1b. Select 'Edit Filters'.
![](https://media.screensteps.com/image_assets/assets/005/015/174/original/4c8f35fb-e108-4978-93d3-826c01f354a7.png)
2. View the Client's Contact record.
2a. Navigate to the Client's Contact record. For quick access use the global search bar at the top of your screen.
![](https://media.screensteps.com/image_assets/assets/005/015/180/original/7f4719d3-fdc1-4b93-9330-2fb2fed15efb.png)
2b. View the status from the Contact's 'Matters' list.
![](https://media.screensteps.com/image_assets/assets/005/015/182/original/adefb40f-44c3-4aeb-9958-52cd81814f16.png)
NOTE: To access the Matter Dashboard for the closed Matter, click on the Matter name.
3. Run an 'Advanced Search'.
3a. Click the gear icon to access Advanced Search.
![](https://media.screensteps.com/image_assets/assets/005/015/184/original/03e136e8-f13e-4eb2-b336-c4ab330cb9a5.png)
3c. Type Matter: * , and select Matter Status: 'Closed'. Then, click 'Search'.
![3c. Type Matter: * , and select Matter Status: "Closed". Then click "Search".](https://media.screensteps.com/image_assets/assets/005/015/188/original/42e9cbac-5370-4aef-8ae7-69e2d509fc7a.png)
3d. View search results.
![3d. Click "Search", and view search results.](https://media.screensteps.com/image_assets/assets/005/015/190/original/6d844d1e-1236-4d37-9e1d-52f856b7ab0a.png)
The Matter Dashboard can be accessed by clicking the Matter name.
Search results can be exported by clicking 'Export' at the top right of the Advanced Search screen.