My Matter Report
Overview
The My Matters Report is a list of the Matters you are involved in as either Reviewer, Coordinator or Team member.
Permissions
Users with the required permissions will be able to view and download Matter Reports for all staff members.
View My Matters
A user can access their My Matters Report from the left hand menu, by clicking My Matters Report beneath the Matters heading.
The page will initially load with the User as the Staff Member, and the table filtered by Active Matters the user is a Coordinator on.
Each Matter in the table will display the following information:
- Matter Id
- Matter Name
- Matter Status Tag
- Matter Status
- Client
- Last Note Author and Date
- Last Note
- Days Open
- Time Value
- WIP Value
- Invoiced Value
- Outstanding
Filter Report
At the top of the page you can change the list from Active Matters to Inactive Matters, using the toggle.
Click the Staff Member name to change the Staff Member the report is for.
Click the filter icon beside the search bar to open the Filter menu to change how the list is filtered. You can filter by Reviewer, Coordinator and Billable Status.
Download Report
Once you have a list that you want to print you can click the Download Report as PDF button in the top-right and it will create a PDF report of the table below, including any filters you have set. The document will be available for download from the Downloads modal in the icon menu.