Reports: New Matters

Updated Jul 25th, 2022

Who is this guide for?

Accounts Users and Accounts Supervisors

This generates a report on matters opened between any two given dates, whether they have been subsequently archived or not.

Filter Options

Fee Earner – Tick this box if you want to show only one or a selection of fee earners, or leave blank for all
Work Type – Tick this box if you want to show only one or a selection of work types, or leave blank for all
Franchise – Tick this box if you want to show only one or a selection of Franchises, or leave blank for all
Branch – Tick this box if you want to show only one or a selection of Branches, or leave blank for all
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.

No Grouping – report is sorted by client no and matter no
Fee Earner – report groups matters for Fee Earners together with a count of matters per fee earner
Work Type – report groups matters for Work Types together with a count of matters per work type
Franchise Category – report groups matters for Franchise Categories together with a count of matters per franchise
Private Or LA – report groups matters for Private Or Legal Aid together with a count of matters per P/L status