Reports: Last Movement Dates

Updated Mar 11th, 2026

Who is this guide for?

Accounts Users and Accounts Supervisors

This guide will take you through the Last Movement Dates report

This report details the balances held in office, client, disbursement, deposit and also work in progress for all live matters.

Filter Options

Branch – Report on All branches or choose a branch
Dept – Report on All departments or choose a department
Fee Earner – Select one or more Fee Earners, or leave blank for all
Work Type – Select one or more Work Type, or leave blank for all
Private or LA – Select All, Private or LA (Legal Aid) matters
Date Field – Choose the date field to filter on
- Client Dates
- Office Dates
- Disbursement Dates
- Deposit Dates
- Time Dates
- Matt Hist
Date Filters – Enter a date range to show matters where the chosen accounting column has been posted to between these dates.
Include Archived Matters – Tick this show live and archive matters

Balance Filtering – This filter enables you to look for matters where the balance in a particular accounting column is a certain value. Mathematical operators available are:
- <> is not equal to
- = is equal to
- > greater than (choosing this opens a further option to set a range)
- >= greater than or equal to (choosing this opens a further option to set a range)
- < is less than
- <= is less than or equal to

List of Columns produced