The “Closed Listing” report provides a list of closed “Clients/Matters”. Filters and options are available when creating the report. The report includes the Client/Matter Number, Client Name, Matter Name, responsible lawyer, area of law, major client, originating lawyer, date opened, date closed, closed location and closed number.
To print report:
- Click on Reports
- Select the Client Activity report
- Closed dates From - Select the date range for closed dates to include on the report.
Note:
- Default range is 01/01/1980 to current date. The From date is critical and must be before any data has been entered that may affect the report as opening balances will not be included.
4. Report by - Filter the report by “Responsible lawyer”/ “Originating lawyer” / “Firm”. Default selection is “Responsible Lawyer”.
5. Lawyer / Timekeeper - To report for a single lawyer or range of lawyers either by “Responsible or Originating lawyer” click on “Select” and select the relevant Lawyers to report on. To include all Lawyers, leave the default setting to “All”. A separate page will print for each lawyer.
6. Options - Select “Client name”, “Client number”, “Date closed” or “Closed number.” Default selection is “Client name”.
7. Output Options - Select “View” to display the report on the screen, “Export to CSV” to export the report or “Print” to print the report.
Note:
- The report can be exported to Excel or PDF from the “View” screen.
Closed Listing Sample Report
Tips:
- Select memorize to add the report with the current options to the memorized reports. Report can only be added once to the memorized reports.