Document Register Report

13/05/2026
Knowledge

How To

Location: LEAP Menu > Accounting > Reports > Matters & Clients > Document Register

Purpose: Provides a detailed list of document register records, filtered by date range and document status. It includes key information such as document and received dates, associated packet, linked clients and matters (if applicable), document types and removal dates to support document tracking. This report draws data from individual Document Register windows.

Report Filters:

Date Range	Filters results to include only Document Register items with a Received Date within the specified date range. NOTE: A Document Register's Received Date is determined by the Date Stored entered or selected in the Document Register window.
Status	Filters results to include only Document Register items with one of the following status: All Currently Held/Temporarily Removed Currently Held Temporarily Removed Permanently Removed Deleted

Report Fields:

NOTE: The report fields are populated with information from the relevant individual Document Register windows.

Document Date	The document date, based on the 'Document Date' entered.
Received	The date the document was received, based on 'Date Stored' entered.
Doc No.	Document register number, based on 'Document No.' entered.
Packet No.	The number of the packet to which the document register belongs, based on 'Packet No.' entered.
Client	The client for the document register, if applicable.
Card Address	The address of the client, if applicable.
Matter No.	The matter the document is assigned to, if applicable.
Doc Type	The type of document.
Description	The document description.
Doc Removed	The date the document was removed, based on 'Date Removed' entered.

Last Modified Date

13/05/2026 2:05 pm

Title

Document Register Report

URL Name

Document-Register-Report-NZ

Resolution