In this article, you will learn about 'Matter Reports'. More specifically, you will learn about the functionality of each report available from within matters.
There is a unique subsection of reports housed within every matter, that you can access by clicking on the reporting icon within the 'Matter Navigation Bar', as shown below:
This will take you to a list view of all the available reports. As this is a list view, you can filter it and re-arrange the columns to your liking.
Action Budget Analysis Report
This report can actually be generated for any matter, not just the one it is being generated from. You can use this report to compare actual figures against budgeted figures for income and expenses, giving you a variance.
Action Settlement Statement
This report displays all orders, variations, invoices and payments for the selected.
Note: The report is driven solely by the sale/purchase functions of the system, and is not to be confused with conveyancing settlement statements.
Action Summary Report
This report displays the details for a selected matter. If you enable the 'Chronology' option, you will see an activity feed for the selected matter in the form of a vertical timeline.
Action Time Billing Report
This report displays all the billable time entries and disbursements for the selected matter.
Note: The report pulls disbursements where the unit of measure is hours.
Action Transactions Report
This report provides a breakdown of the general ledger transactions within the selected matter. You can choose which transactions you would like to see using the checkboxes provided.
Billing Summary Report
This report displays a summary of the tasks (both billable and non-billable) for a specified System Role/Participant. You can filter the tables to show results for a particular role and/or participant.
Marketing Campaign Summary
This report displays a summary of a marketing campaign under the selected matter. You can break down the detail by prospect/type of campaign.
Session Activity Drilldown
This report requires an Activity ID, which you can obtain by running the Session Activity Report, founder under:
Reports > Matter Reports > Session Activity Report
Once you have an Activity ID, you can enter it into the Session Activity Drilldown report to see a breakdown of the activity that occurred during the specified session.
Tasks Group by Tag Report
This report collects tasks into groups based on the tags assigned to them, for the selected matter. If the tasks have no tag assigned to them, they'll be sitting in the 'Untagged tasks' section
Trust Client Change Log
Clicking this link redirects the user to the 'Trust Client Change Log' page.
Trust Matter Accounts Ledger Report
Clicking this link redirects the user to the 'Trust Matter Accounts Ledger Report' page.
Clicking this link redirects the user to the trust statement generation page.