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Matters Report

Reports created with the Matters report provide information that comes from the matter profile, as well as matter financial information. Use the Matters report when you want to create a report that combines matter information with a summary of financial information. Fields relating to the last posted matter notes are available on this report.
If you choose this report type, you cannot choose fields that provide information about the many individual items that are related to the matter, such as invoices or status reports. The
Invoice Number
 field is only available for the last posted invoice, for example. You would use the Matters report type if you want to see a list of all matters and their total spending, or a list of matters, their budgets, and their total spending.
When you select any of the
Billed
fields for this report type, the result will be the sum of all invoices billed to that matter or against that budget; compare that to the Invoices report type, in which the
Billed
fields refer to the amount billed for the individual invoice.
note
To create a report that includes the amount of spending in a matter by firm or vendor, use the Invoices report type.

Generate a report

All of the fields in different matter profiles can be included in a report based on the Matters report type. However, some of the field names are different in Report Builder. For information about the available fields, see Matter Profile Fields and Report Builder Locations.
  1. Select
    Reports > Report Engine
     from the left navigation.
  2. Under the
    Build Your Own Column
    , select
    Matters Report
    .
  3. Add fields, filters, and display options to create a customized report.
  4. Do one of the following:
    • To see the report results on screen, click
      Run
      .
    • To export the report results to a file, click
      Export
      , select a file type, then follow your browser's instructions to save the file.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Reports
  • Audiences: Company