On this page
Step 1: Accessing Report
- Under the Reporting tab, click 'Matter Listing'
Step 2: Report Type
- Select one of the 5 pre-set report types or leave blank to build your own bespoke report
Step 3: Filters
- Select any Filters required
Step 4: Date Range
- Select a Date Range if needed
Step 5: Financial Filters
- Add a Financial Filter if required
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'Outstanding Bill Client in Credit’
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Matters which have an outstanding bill and a balance in the client account
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‘Office in Debit Client in Credit’
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Matters which have both an office in debit and client in credit balance
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‘Client in Debit or Office in Credit’
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Matters that have a client debit balance or an office credit balance
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‘Zero Balances’
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Matters that have zero balances across all ledgers
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‘Non-Zero Balances’
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Matters that have an office, client or deposit balance on any of the ledgers
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Step 6: Column Options
- If a Pre-Set Report Type has not been selected, columns must be manually assigned by choosing from the drop down list
- Select options for up to 6 Columns
Step 7: Column Filters
- Select a Column Filters from the drop down list if required
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Less Than
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Value: will show matters that is less than, but not equal to, the value entered
Dates: will show matters where the date in this column falls before the date entered
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Not Equal To
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Will show matters where the date/value in this column does not equal the date/value entered
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Equal To
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Will show matters where the date/value in this column equals the date/value entered
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Greater Than
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Value: will show matters that is greater than, but not equal to, the value entered
Dates: will show matters where the date in this column falls after the date entered
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Step 8: Grouping Report
- Select grouping option from the drop down list
Step 9: Sorting Report
- Select the sorting option from the drop down list
Step 10: Running Report
- Select Run to date
- Click Run