This article describes how to generate the Case Undertakings reports in Unity ® Practice Management.

The Case Undertakings report lists all undertakings for a specific matter.

How to Access the Case Undertakings Report

Follow the steps below to access Case Undertakings:

1. Go to your Reports page.
2. Type ‘Undertakings’ in the Filter & Options search bar and select Cases as your Report Category.  
3. Select the report, and a report generation window will open.

If the Case Undertakings report is required often, click on the star next to it to make it a favourite, and it will show in the Favourite Reports section.

Generating the Case Undertakings Report

The parameters for this report are as follows:

Report Title	The heading you want for your report.
Report Date	Date of the report.
Matter Status	Live, Archived or All
Undertaking Type	Given, Received, All
Date Range	Undertaking Date From - To, Completion Date From - To, Due Date From - To,
Primary Order
Secondary Order
Sub Totals	None On primary order only On both

When you are happy with the configuration of your report, click Preview and select your preferred preview option. After making your selection, click Report, and a new window will open with your report.