Matter report
The Matter Report allows you to build a custom report to gain data from across your matters.
- Change the timeframe using the calendar icon in the right hand corner
- Choose the Matter Template you wish to report on
- Choose which primary Stakeholder to include within the report
Applying Filters
Select 'AND Condition' to filter your data by:
The Matters reference | Filter the results by matters with the defined text in their reference. |
The Matters current state | Filter the results by matters in a current state: "lead", "open", "completed", "aborted" or "archived". |
The Matter being in a particular state in the defined timeframe | Filter the results by matters which were converted to a particular state within the defined timeframe: "lead" "open" "completed" "aborted" or "archived". |
Fee Earner | Filter the results by matters assigned to a particular Fee Earner. |
Team | Filter the results by matters assigned to a particular Team. |
The Matters account figures This requires use of the InTouch accounts functionality. For further information, contact support@intouch.cloud. | Filter the results by matters which have a particular balance: “outstanding receivable", "outstanding client invoice", "outstanding supplier bill", "office balance", "client balance", "client & office balance", "office balance in breach", "client balance in breach", "outstanding client invoice", "client balance”. |
A completed or outstanding task | Filter the results by matters where the chosen task has been "completed" or is "outstanding" within the defined timeframe. |
A custom field | Filter the results by matters where the chosen custom field adheres to the defined conditions: "Equals", "Starts with", "Ends with", "Contains", "Greater than", "Less than". |
A stakeholder | Filter the results by matters where the chosen Primary Stakeholders "Forename", "Surname", "Email, "Organisation, "Phone" adheres to the defined conditions: "Equals", "Starts with", "Ends with", "Contains" . |
Adding Data to Include
Select 'Reference' to choose the data you'd like to include in the report.
The options are separated into categories:
- Default: matter data points provided by the InTouch system
- Accounts: data from the accounts on the matterThis requires the use of the accounts functionality. For further information please contact support@intouch.cloud.
- Contact: data from the default contact fields on the chosen stakeholders contact card
- Contact - [group name]: data from the custom contact fields on the chosen stakeholders contact card
- Matter - [group name]: data from the custom fields defined on the chosen matter template
- Task: data on the time and date of task completion (if applicable)
After you have finished applying the required filters, Run Report to generate the data.
Click Export to download the data in a .csv file.
