Reports: Client List

Updated Jul 29th, 2024

Who is this guide for?

Accounts Users and Accounts Supervisors

This guide will take you through running the Client List Report

This report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey by exporting to Excel.

Filter options

Fee Earner – Tick this box to select only certain fee earners, or leave unticked for all fee earners.
Work Type – Tick this box to select only certain work types, or leave unticked for all work types.
Private Or LA – Leave on All for all clients or select Private or Legal Aid.
Type – Choose from All Matters, Live Matters or Archived Matters.
Date Filters – Enter the date range for the matters you wish to see.
Summary – if ticked doesn’t include the matter details – matter number, fee earner or work type, i.e. client details only.

List of columns produced

If Summary is ticked
- Client Number
- Client Address (all fields)
- Client Billing Address (all fields)
- Client names 1-5
If Summary is not ticked
- Client Number
- Matter Number
- Fee Earner Code
- Work Type Code
- Client Address (all fields)
- Client Billing Address (all fields)
- Client names 1-5
- Fee Earner Description
- Work Type Description