Matters V2 report
The Matters report allows you to choose specific data points to report on from across your matters and contacts.
Building the Matters Report
- (Optional) Report On: filter the results by matters associated with a particular template
- (Optional) Including the:
- choose the number of stakeholders you wish to include in the report (1 - 4)
- choose the stakeholder type or group that you wish to report on
- (Optional) + Condition: filter the results by data saved to the matter or contact:
- If more than one condition is being applied, choose whether All or Any of the conditions need to be true
- Choose the data you wish to filter by, i.e. Created Date
- Choose the manner in which you wish to filter the data i.e. On or After
- Depending on the selection chosen, enter the value you wish to filter against i.e. '01/01/2025'
In the example above, the results would be filtered by matters which were created on or after January 01st 2025.You can apply as many filters as required. - (Optional) + Group: filter the results by an additional set of filters:
- Follow steps a-d above
- At the top of the condition applicator, choose whether All or Any of the groups need to be true
- (Optional) Edit Columns: choose the data that should be included within the report:
- Use the search bar to find specific data points or select from the following groups:
- Matter: default data provided by the InTouch system
- Matter address: data on the matter's address
- Matter accounts: data from the accounts on the matterThese fields are only applicable if your organisation's making use of the Xero integration.
- Matter - ... : data from the matter's custom fields
- Task: data on the tasks of a matter
- Contact - ... : data from the chosen stakeholder's contact card
- On the right hand side, drag and drop to order the data within the report
- Confirm
- Use the search bar to find specific data points or select from the following groups:
- Run
Understanding the Matters Report
The table provides the requested data for each applicable matter.
Use the arrows to navigate through additional pages of data.