Loading
Knowledge BaseCurrent Real Estate Matters Report
Close
Still can't find it?
Search for help articles, community posts, ideas ...
End of Search Dialog

đź’¬   Need help? Sign in to chat with our LEAP support! Sign In

Current Real Estate Matters Report

  • 16/07/2025
  • Knowledge

How To
Click to edit heading

Location: LEAP Menu > Reports > Matter & Clients > Conveyancing > Current Real Estate Matter

Purpose: Lists all active Real Estate matters, including property details, matter information, and key dates. Use matter and staff filters to narrow down the results.

Report Trigger: The report exclusively includes active Real Estate matters, with property details drawn from the 'Property' card attached to each matter. Completed, archived, or non-Real Estate matters (even those with a 'Property' card) are excluded. 

 
Click to edit heading

This report focuses exclusively on active matters; therefore, the Staff filters include only Current staff members for focused results. If a staff member becomes inactive, please update the staff information or status of the relevant matter to ensure accuracy. 

Report Filters:

Matter 

Includes two filters:

  • Matter Status: Filters results to include only matters with the selected status(es).
  • Matter Types: Filters results to include only matters with the selected type(s).
Staff

Includes two filters:

  • Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the 'Person Responsible'.
  • Staff Acting: Filters results to include only matters where the selected staff members are assigned as the 'Person Acting'.
Display

Includes the following display options: 

  • Group By: Allows users to group the list by:
    • None
    • Matter Status
    • Matter Type
    • Staff Acting
    • Staff Responsible
  • Expand Row Groups: only active when the 'Group By' option is not 'None'.  
    • No: When set to 'No', the grouped rows remain collapsed, showing only the group headers.
    • Yes: When set to 'Yes', all grouped rows are expanded, displaying all rows within each group. 

Report Fields:

Matter No.Conveyancing matter number.
ClientThe matter's client.
Resp.The Person Responsible on the matter.
Act.The Person Acting on the matter.
Matter TypeThe matter types of the matter.
Matter StatusThe status of the matter.
Property AddressThe property address, entered in the 'Property' card of the matter table.
Exchange/ContractThe matter's Agreement of Purchase and Sale Signed Date, entered under the Calendar & Tasks tab of the matter. 
Closing DateThe Closing date, entered under the Calendar & Tasks tab of the matter. 
Last Modified Date
16/07/2025 12:19 am
Title
Current Real Estate Matters Report
URL Name
Current-Real-Estate-Matters-Report-CA

Resolution
Reports
Loading
Current Real Estate Matters Report