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LEAP Reports - FAQs

  • 19/11/2025
  • Knowledge

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This article is aimed at addressing some of the most frequently asked questions (FAQs) about LEAP Reports, helping you make the most of LEAP's reporting tools. While some questions may not initially appear to be related to reports, they can often be resolved by utilising the available reporting tools. The content will be periodically updated to ensure the questions remain relevant and useful.

 
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For general instructions on how to utilise LEAP reports, please refer to this article.

Q1: What are the differences between Matter List Report and Matters Opened Report?

 

The Matters Opened Report and the Matter List Report are both aimed to provide a matter overview across your firm. While they share similarities in filtering and grouping criteria, the Matters Opened Report feature has the unique advantages of reporting on matters' 'Fee Estimate' and including the option to display the 'Client Address'. However, to display matters' 'Other Side', you will need to utilise the Matter List Report.

Q2: My marketing manager requires a list of client names and email addresses for a marketing mailout. Which report can provide this information?

 

You can use the Client Details Report, as the report provides a client list including their contact details. The results are filterable by matter status and type, as well as the Person Responsible and Person Acting. LEAP also provides the Card Details Report, but the report doesn't differentiate between clients and non-clients. Therefore, the Client Details Report is the better option. 

Q3: We have a matter that current staff cannot access. Is there a way to identify who has restricted access to the matter?

 

You can run the Matter List Report, which shows the Person Responsible, Acting and Assisting, as well as the Credit person of the matter. One of them should have access. If they are no longer with the firm, you can temporarily enable the LEAP access for one of them (i.e. their old user account), reset the its password through the 'Staff Details' window, and log in as the user to 'unlock' the matter. Note that, to do so, you may need to temporarily disable a current Staff member’s LEAP access. Remember to communicate with the current user before proceeding and re-enable the user's LEAP access after unlocking the matter.

Q4: Is there any report within LEAP that can distinguish between the Legal Aid matters and the Private matters?

 

You can set up a Reporting Group called ‘Legal Aid’ and assign the relevant matters to the reporting group. Then, generate the Matter Opened Report, ensuring the ‘Group By’ option is set to ‘Reporting Group’. The 'Legal Aid' matters will be grouped under the ‘Legal Aid’ group in the report, allowing them to be distinguished from other matters.

To create a Reporting Group and assign a matter to a Reporting Group, please refer to this article (under 'Reporting Group'). For more information on how to utilise Reporting Groups for reporting purposes, please refer to this article (under 'Report Common Filters - Reporting Groups'). 

Q5: Which LEAP report can identify the top 15 clients with the highest debtor amounts (final invoices only) during a specific period?

 

The Invoices Report can identify the top 15 clients based on total finalised invoice value. Ensure you filter the report to include only finalised invoices, group the results by 'Client', and sort them by 'Inv Total' in descending order.

If you need to identify the top ten or top five clients in terms of final invoice value, you can also simply refer to the Firm Overview Report. Make sure to include the 'Top Ten Client' section in the filter settings. Please note that this report does not include clients beyond the top 10.

Q6: Some invoices are missing from the Invoices Report. Do you know why this might be happening?

 

To resolve the issue, please ensure the 'Include Inactive Staff' checkbox is ticked and re-generate the report. This modification helps prevent unintentional omissions resulting from changes in Staff settings.

For example, if a Staff member has been linked to two accounts, and the account associated with those missing entries has since become inactive, including inactive Staff ensures the associated invoices are included.

If the issue persists, please contact the LEAP HelpDesk for further assistance.

For more information about 'Include Inactive Staff', please refer to this article (under 'Report Common Filters' - 'Staff Filters').

Q7: Which report shows any variance between the amount of professional fee recorded and the billed amount?

 

A: Please refer to the Invoice Variance Report. The report highlights any differences between the professional fee recorded and the amount billed.

Q8: How can I find out the amounts of billed professional fees and disbursements by areas of law for a specific period?

 

You can utilise the Invoices Report. Be sure to group results by 'Matter Type' and set filters accordingly to meet your specific need. 

Q9: What should I pay attention to when cross-referencing different reports within LEAP?

 

Every report is designed with a specific context and purpose to provide particular insights or information. It's generally recommended to choose and rely on reports based on your specific needs rather than engaging in direct comparisons across reports.

However, there may be circumstances where you need to compare reports. In such instances, it is essential to have a thorough understanding of the context, purpose, and intricacies of the relevant reports to avoid inappropriate comparisons. 

For further guidance on comparing reports, please check this article (located under 'Best Practice: Exercising Caution When Comparing Different Reports').

Q10: How can I compare Xero balances with LEAP Reports?

 

Please refer to this article for information. 

Last Modified Date
19/11/2025 5:40 pm
Title
LEAP Reports - FAQs
URL Name
LEAP-Reports-FAQs-NZ

Resolution
Reports
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LEAP Reports - FAQs