Matters Opened Report

5/05/2025
Knowledge

How To

Locations: LEAP Menu > Reports > Matters & Clients > Matters Opened

Purpose: Provides a list of matters created within a specified period, allowing users to apply filters based on Reporting Group, Matter Status, Matter Type and different Staff types. It also offers various criteria (including Client) for grouping and organising the results.

By offering an overview of newly created matters, this report enables you to glean insights into your firm's practice trends in a specified period, including practice areas (filtered or grouped by Matter Type) and client base (grouped by Client). These insights support decision-making on resource allocation and help monitor the statuses of new matters.

Report Trigger: Lists matters with the Instruction date falling within the specified date range (Start Date and End Date). Instruction date is set in a matter’s Calendar & Task tab.

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Report comparision: This report bears similarities to the Matter List Report regarding its filtering and grouping criteria. If you need a matter list report to display the Other Side of matters, it's advisable to use the Matter List Report. In contrast, this report offers distinct advantages, such as the inclusion of Fee Estimate and the option to display client addresses, setting it apart from the Matter List Report.

The specified date range: it cannot be greater than three years. If you require a report covering a longer period, you can generate multiple reports to obtain a comprehensive record.

Report Filters:

Date Range	Displays all matters opened within the selected date range (less than three years). NOTE: The opening date of a matter is based on the 'Instruction date' set in the matter’s Calendar & Task tab.
Matter	Includes the following filters helping to filter matters: Reporting Group: Filters results to only include matters that are assigned to the selected Reporting Group(s). Matter Status: Filters results to only include matters that fall under any of the selected Matter Status(es). Matter Type: Filters results to only include matters that fall under any of the selected Matter Type(s).
Staff	Includes the following fives filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity. Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of 'Staff Responsible', 'Staff Acting', 'Staff Assisting' and 'Credit'. NOTE: A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members). The below four staff lists dynamically update based on the 'Include Inactive Staff' option setting. Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default. Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default. Staff Assisting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default. Credit: Filters results to include only matters where the selected staff member(s) are assigned as the Credit. All staff members are included by default.
Display	Includes the following three display options: 1. Inc Client Address Yes: Includes 'Client Address' as a displayed field, showing the address of the client on the Matter. No: Excludes 'Client Address' as a displayed field. 2. Group By: Offers the following grouping options: None: No grouping is applied. Client Credit Matter Status Matter Type Reporting Group Staff Acting Staff Assisting Staff Responsible 3. Expand Row Groups: Only active when the 'Group By' option is not 'None'. No: When set to 'No', the grouped rows remain collapsed, showing only the group headers. Yes: When set to 'Yes', all grouped rows are expanded, displaying all rows within each group.

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Regarding the Include Inactive Staff setting:

If you suspect missing entries for a particular staff member in the generated report, switch the Inc Inactive Staff filter to Yes (if it was previously set to No) and then regenerate the report. This can prevent unintentional omissions caused by certain changes in Staff management. For instance, a Staff member might have been linked to two Staff accounts, and the one associated with a matter has since become inactive.

Report Fields:

Matter Number	The matter number.
Client	The client of the matter.
Address	The client's address, only displayed when the Inc Client Address option is set to Yes.
Status	The matter status.
Matter Type	The matter type.
Instruction Date	The matters Instruction date, set in the Calendar & Task tab within the matter.
Staff Responsible	The Person Responsible on the Matter.
Staff Acting	The Person Acting on the Matter.
Staff Assisting	The Person Assisting on the Matter.
Credit	The Staff member assigned as Credit on the Matter.
Fee Estimate	The matter's fee estimate values set in the Matter Details window (under the Accounting tab).

Last Modified Date

5/05/2025 12:24 pm

Title

Matters Opened Report

URL Name

Matters-Opened-Report-NZ

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