Displays Conveyancing matters with unconfirmed Settlement Date within the selected date range. 

Includes three filters:

• Include Inactive Staff: Provides an option to include or exclude inactive staff in the 'Staff Responsible' and 'Staff Acting' lists for selection. 

NOTE: An inactive staff member is a staff member whose 'Current Staff' status has been toggled off under the Staff- Application Settings. 

• Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the 'Person Responsible'.
• Staff Acting: Filters results to include only matters where the selected staff members are assigned as the 'Person Acting'.

Filters results to include only matters with the selected type(s).

Includes two display options:

• Group By: Allows users to group the list by:

• • None: No grouping is applied. 
  • Matter Type
  • Staff Acting
  • Staff Responsible
• Expand Row Groups: Only active when the 'Group By' option is not 'None'.  
  • No: When set to 'No', the grouped rows remain collapsed, not showing the matter's Staff Responsible or Staff Acting.
  • Yes: When set to 'Yes', all grouped rows are expanded, further showing the matter's Staff Responsible and Staff Acting.

When the list is expanded, the report adds the following details to each matters: 

• Staff Responsible
• Staff Acting
• Exchange Date/Contract Date
• Cooling Off Date

NOTE: Exchange Date/Contract Date and Cooling Off Date are based on the corresponding dates as recorded under the Calendar & Tasks tab of the matter.