Who is this guide for?

Accounts Users and Accounts Supervisors

This generates a report on matters opened between any two given dates.

Filter options

Fee Earner – Tick this box if you want to show only one or a selection of fee earners. Once the box is ticked all fee earners marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all fee earners, do not tick the fee earner box and it will produce all fee earners.

Work Type – Tick this box if you want to show only one or a selection of work types. Once the box is ticked all work types marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all work types, do not tick the work types box and it will produce all work types.

Franchise – Tick this box if you want to show only one or a selection of Franchises. Once the box is ticked all Franchises marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all Franchises, do not tick the Franchise box and it will produce all Franchises.

Branch – Tick this box if you want to show only one or a selection of Branches. Once the box is ticked all Branches marked as In Use will appear. You can then tick each one that you want to report on. If you want to see all Branches, do not tick the Branch box and it will produce all Branches.

Private or LA – If left on All, this will show both Private and Legal Aid clients matters. You can choose to show only Private or Legal Aid clients by selecting the appropriate option.

Date Filters – If left blank, this will show all new matters, you can choose to show only those new matters between particular dates by populating both the From and To date boxes.


Grouping options

No Grouping – shows a listing with the filters selected

Fee Earner – shows a listing with the filters selected and additionally groups matters for Fee Earners together

Work Type – shows a listing with the filters selected and additionally groups matters for Work Types together

Franchise Category – shows a listing with the filters selected and additionally groups matters for Franchise Categories together

Private Or LA – shows a listing with the filters selected and additionally groups matters for Private Or Legal Aid together


List of columns produced

Client/Matter

Client Name

Br

Dept

Matter Description

F/E

W/T

P/L

Franchise

Remuneration

Opened

Exec