Matters Opened by Staff Responsible & Acting

Matters Opened by Staff Responsible & Acting - Chart Report

14/05/2025
Knowledge

How To

Location: LEAP Menu > Reports > Management > Matters Opened by Staff Responsible & Acting Chart

Purpose: The report provides a comprehensive overview of matters opened within the selected period, broken down by Staff Responsible and Staff Acting. For each breakdown, the report provides:

A bar chart depicting the distribution of matters opened by each relevant staff member in their role as Staff Responsible or Staff Acting.
A table with a detailed Staff Responsible/Staff Acting breakdown of matters, including Matter Number, Matter Type, and Instruction date.

Report Trigger: The report will feature matters with an 'Instruction date' falling within your selected period, defined by the 'Start Date' and 'End Date'. The 'Instruction date' is entered under the matter's Calendar & Tasks tab.

Click to edit heading

To enhance the clarity and effectiveness of the data presentation, pie charts previously used have been replaced with bar charts. This change better accommodates results for a larger number of staff members.

Report Filters:

Date Range

Displays featured transactions that occurred within the chosen date range.

NOTE: Date range should be less than one year.

Matter Type

Limits the results to selected matter type(s).

Display

Yes: With this option, all row groups will be expanded, giving the full details, including the Matter No. and Client associated with the relevant invoice.

No: With this option, the Matter No. and Client associated with the relevant invoice are not displayed.

Report Fields:

Matters opened by Staff Responsible (Bar Chart)	Displays a bar chart detailing the percentage of matters opened by each Staff Responsible.
Breakdown of Staff Responsible (Table)	Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including: Matter Number Matter Type Instruction date. A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.
Matters opened by Staff Acting (Bar Chart)	Displays a bar chart detailing the percentage of matters opened by each Staff Acting.
Breakdown of Staff Acting (Table)	Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including: Matter Number Matter Type Instruction date. A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.

Last Modified Date

14/05/2025 12:14 pm

Title

Matters Opened by Staff Responsible & Acting - Chart Report

URL Name

Matters-Opened-by-Staff-Responsible-Acting-Chart-Report-NZ

Resolution