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Knowledge BaseMatters Opened by Staff Resp & Acting - Chart Report
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Matters Opened by Staff Resp & Acting - Chart Report

  • 16/07/2025
  • Knowledge

How To
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Location: LEAP Menu > Reports > Management > Matters Opened by Staff Responsible & Acting Chart

Purpose: The report provides a comprehensive overview of matters opened within the selected period, broken down by Staff Responsible and Staff Acting. For each breakdown, the report provides:

  • A bar chart depicting the distribution of matters opened by each relevant staff member in their role as Staff Responsible or Staff Acting.
  • A table with a detailed Staff Responsible/Staff Acting breakdown of matters, including Matter Number, Matter Type and Instruction date (File opened date). 

Report Trigger: The report will feature matters with a 'File opened date' falling within your selected period, defined by the 'Start Date' and 'End Date'. The 'File opened date' is entered under the matter's Calendar & Tasks tab.

Report Filters:

Date Range

Displays featured transactions that occurred within the chosen date range.

NOTE: The Date Range should be less than one year.

Matter TypeLimits the results to selected matter type(s).
Display

Offers the following two options:

  • Yes: With this option, all row groups will be expanded, giving the full details, including the Matter No. and Client associated with the relevant invoice.
  • No: With this option, the Matter No. and Client associated with the relevant invoice are not displayed.

Report Fields:

Matters opened by Staff Responsible (Bar Chart)Displays a bar chart detailing the percentage of matters opened by each Staff Responsible.
Breakdown of Staff Responsible (Table)Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including:
  • Matter Number
  • Matter Type
  • Instruction date (Engagement Date)
A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.
Matters opened by Staff Acting (Bar Chart)Displays a bar chart detailing the percentage of matters opened by each Staff Acting.
Breakdown of Staff Acting (Table)

Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including:

  • Matter Number
  • Matter Type
  • Instruction date (Engagement Date)
A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.
Last Modified Date
16/07/2025 1:26 am
Title
Matters Opened by Staff Resp & Acting - Chart Report
URL Name
Matters-Opened-by-Staff-Responsible-Acting-Chart-Report-CA

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Matters Opened by Staff Resp & Acting - Chart Report