Matters Opened Report

16/07/2025
Knowledge

How To

Locations: LEAP Menu > Reports > Matters & Clients > Matters Opened

Purpose: Provides a list of matters created within a specified period, allowing users to apply filters based on Reporting Group, Matter Status, Matter Type and different Staff types. It also offers various criteria (including Client) for grouping and organising the results.

Report Trigger: Lists matters with the File opened date falling within the specified date range (Start Date and End Date). File opened date is set in a matter’s Calendar & Task tab.

Click to edit heading

By offering an overview of newly created matters, this report enables you to glean insights into your firm's practice trends in a specified period, including practice areas (filtered or grouped by Matter Type) and client base (grouped by Client). These insights can be useful for decision-making regarding resource allocation. Additionally, you can use the report to monitor the statuses of new matters.

This report bears similarities to the Matter List Report regarding its filtering and grouping criteria. If you need a matter list report to display the Other Side and Province related to matters, it's advisable to use the Matter List Report. In contrast, this report offers distinct advantages, such as the inclusion of 'Fee Estimate' and the option to display Client Address, setting it apart from the Matter List Report.

Click to edit heading

Please note that the specified date range cannot be greater than three years. If you require a report covering a longer period, you can generate multiple reports to obtain a comprehensive record.

Report Filters:

Date Range	Displays all matters opened within the selected date range (less than three years). NOTE: The opening date of a matter is based on the 'File Opened Date' set in the matter’s Calendar & Task tab.
Matter	Includes the following filters helping to filter matters: Reporting Group: Filters results to only include matters that are assigned to any of the selected Reporting Group(s). Matter Status: Filters results to only include matters that fall under any of the selected Matter Status(es). Matter Type: Filters results to only include matters that fall under any of the selected Matter Type(s).
Staff	Includes the following fives filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity. Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of 'Staff Responsible', 'Staff Acting', 'Staff Assisting' and 'Introducing Lawyer'. NOTE: A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members). The below four staff lists dynamically update based on the 'Include Inactive Staff' option setting. Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default. Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default. Staff Assisting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default. Introducing Lawyer: Filters results to include only matters where the selected staff member(s) are assigned as the Introducing Lawyer. All staff members are included by default.
Display	Includes the following three display options: 1. Inc Client Address Yes: Includes 'Client Address' as a displayed field, showing the address of the client on the Matter. No: Excludes 'Client Address' as a displayed field. 2. Group By: Offers the following grouping options: None: No grouping is applied. Client Matter Status Matter Type Reporting Group Introducing Lawyer Staff Acting Staff Assisting Staff Responsible 3. 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.

Last Modified Date

16/07/2025 12:22 am

Title

Matters Opened Report

URL Name

Matters-Opened-Report-CA

Resolution