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Work Obtained - Chart Report

  • 14/05/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Management > Work Obtained Chart

Purpose: Presents the sources from which work is generated during a selected period to aid in: 

  • Evaluating the effectiveness of your firm's marketing and business development efforts;
  • Making informed decisions about resource allocation and strategic planning.

To achieve the purpose, the report displays a bar chart showing the number of matters by work obtained from each source, along with additional matter details grouped by source (including the Referrer). 

Report Trigger: For a matter to be included in this report, it must meet the following criteria:

  1. A source must be selected for 'Work Obtained' in the 'Matter Details' window.
  2. The matter's 'Instruction date' must fall within the specified date range (Start Date and End Date). The Instruction date is entered under the Calendar & Tasks tab.
 
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To better understand the financial aspects related to each source and referrer, you can refer to the Work Obtained By Referrer Report. This report provides the amounts of fees recorded, invoiced and recovered associated with each source and referrer.

Report Filters:

Date RangeSelect the 'Start and End Date' to define the reporting period. 
Matter TypeDisplays work obtained related to selected matter types.
Expand Row GroupsSelect either 'Yes' or 'No' for the 'Expand' option to adjust the level of detail in the 'Breakdown of Work Obtained' section of the report. 

Report Fields:

Number of Matters By Work Obtained (Bar Chart)

Presents a bar chart displaying the number of matters by work obtained from each source.

Breakdown of Work Obtained (When Collapsed)

When results are collapsed, it provides a full list of relevant sources, along with a horizontal bar showing the respective percentage each source contributes to the total number of Work Obtained.

Breakdown of Work Obtained (When Expanded)

When results are expanded, it further provides matter details, including:

  • Matter No.
  • Client
  • Matter Type
  • Staff Responsible
  • Staff Acting
  • Referrer

NOTE:

'Referrer' is only displayed for a matter if the 'Referrer Card' is selected in the matter's 'Matter Details' window. 

Last Modified Date
14/05/2025 12:17 pm
Title
Work Obtained - Chart Report
URL Name
Work-Obtained-Chart-Report-NZ

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Work Obtained - Chart Report