This article describes the different Matter Listing reports within Insight
Accessing Report
- Under the Reporting tab, click Matter Listing
Report Type
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Select one of the 5 pre-set report types from the dropdown will select appropriate settings or leave blank to build your own bespoke report:
- Fee Earner Matter Report
- Open Outstanding Bill Client in Credit by Branch
- Dormant Matters
- Matter Balance
- Possible Breaches
- Select any Filters required
- Select a Date Range if needed
**The 'Date Ranges' section only views matters opened or closed between a specific date range**
If the Range Selection dropdown is left blank, the From and To dates will not apply.
Financial Filters
- Add a Financial Filter if required
| Outstanding Bill Client in Credit | Matters which have an outstanding bill and a balance in the client account |
| Office in Debit Client in Credit | Matters which have both an office in debit and client in credit balance |
| Client in Debit or Office in Credit | Matters that have zero balance or an office credit balance |
| Zero Balances | Matters that have zero balances across all ledgers |
| Non-Zero Balances | Matters that have an office, client or deposit balance on any of the ledgers |
Column Options
- If a Pre-Set Report Type has not been selected, columns must be manually assigned by choosing from the drop down lists
- Select options for up to 6 Columns
- Press Esc when the relevant column is highlighted to clear your chosen column.
- Select a Column Filters from the drop down list if required
| Less Than |
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 |
| Not Equal To | Will show matters where the date/value in this column does not equal the date/value entered |
| Equal To | Will show matters where the date/value in this column equals the date/value entered |
| Greater Than |
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 |
Grouping Report
- Select grouping option from the drop down list
By clicking the Page Break button, each group will have its own page- e.g. Each Fee Earner would have their own page(s) and then the next Fee Earner would start on the next page.
Sorting Report
- Select the sorting option from the drop down list
Running Reports
- Select Run to Date
- Click Run
The Report can now be printed or saved as a PDF or Excel file.