The Active Matter by Month report displays the number of of matters of the selected matter type, grouped by month or week. The report details how many matters are on each step of that matter type. This is useful to glean how many matters are at a certain step of your workflows to see the general workload of your business and any increases and decreases of business.
Accessing the Active Matter by Month Report
The Active Matter by Month Report is located at Reports > Matter Reports in the General category.
Report Configuration Options
|Year||Dictates for which year matter information is displayed.|
|Group By||The report can be grouped by month or week. Grouping by month displays a column per month of the selected year on the report output tables. Grouping by week displays a column per week of the selected year on the report output tables.|
|Matter Type||Dictates for which matter type is used for the report information|
Controls which matters display on the report based on their status. Options include:
|Filter by Participant Type||Specifies a participant type by which to filter report results. This will create tables for each participant of that type or the selected matter type. For instance: if you select Client for the filter, a table will display for each client that details how many matter of that type they are a participant and which steps on which those matters sit.|
|Filter by Participant||
Used to display tables for specific people. Drills down on the Filter by Participant Type selection. When a Participant Type is selected in Filter by Participant Type, a specific participant can be selected. In the images below, the client is selected, therefore, any client for the selected participant type can be selected.
|Refreshes report with current configuration. Useful if changes are made while the report is open to see the most up-to-date information while keeping the same configuration|
Producing the Matter Aging Report
The Matter Aging Report updates on-screen as configuration options are selected. At the top of the report is a print icon.
Selecting the Print icon launches your browser's print dialog
Understanding the Output of the Active Matters by Month Report
|Active Matters by Current Step||Lists all steps for the matter type selected in the report configuration options|
Displays the number of matters that had a status active or active & inactive, dependent upon configuration options, for the header month. Also denotes the step of the matter in the right-most column.
Selecting the number in a cell will display the IDs and names of the matters counted in that cell.
Selecting the matter name will open that matter in a new tab.
|Year Column||Sum of the quantity of matters with a status of active or active & inactive, dependent upon configuration options, for the year dictated in configuration options.|
|Total Active Matters||Sums the quantity of matters for each column|
Configured to display for a specific participant: