Exchanges and Settlements Chart Report

14/05/2025
Knowledge

How To

Location: LEAP Menu > Reports > Management > Exchanges and Settlements Chart

Purpose: Provides a summary of the monthly total number of matters exchanged and settled for a year including the month leading up to the specified 'At Date'. The report assists in identifying trends in Conveyancing matters exchanges and settlements.

Report Trigger:

The report exclusively focuses on Conveyancing matters involving exchange or completion. It tallies the monthly number of exchanged and completed matters based on their respective Exchange Date or Completion Date set under the 'Calendar & Tasks' tab.
It includes only months during which an exchange or settlement occurred and excludes months without such activities.

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Important Notes:

The 'At Date' filter is employed to set the reporting period. The report displays data reflecting the current state of Exchange Date and Settlement Date for relevant matters. Therefore, any changes made to these dates after the specified 'At Date' can affect the results of the report.
The report includes both confirmed and unconfirmed dates. A confirmed date is a date with a checked checkbox next to it under the 'Calendar & Tasks' tab.

Report Filters:

At Date

The 'At Date' filter sets the reporting period to include the 12 months preceding the month indicated by the 'At Date', along with any partial month leading up to the 'At Date'.

Example: If the 'At Date' is 2 March 2024, the report will include any Exchange Date and Settlement Date occurring within the 12 months leading up to February 2024, as well as those falling within the first two days of March.

Report Outcome:

Column Chart

Provides a visual representation and comparison of the total number of matters exchanged and settled for each relevant month.

Table

Lists the specific number of exchanged and settled matters for each relevant month.

NOTE: If the Exchange Date/Settlement Date of a matter falls within a specific month, it increments the count by one for the Exchanged Matters/Settled Matters. Therefore, if a matter is both exchanged and settled within the same month, it generates one count each for both Exchanged and Settled Matters for that month.

Last Modified Date

14/05/2025 12:09 pm

Title

Exchanges and Settlements Chart Report

URL Name

Exchanges-and-Settlements-Chart-Report-NZ

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