The Matter Transactions Report shows a detailed statement for each matter. This includes all invoices generated and payments received.

To Access Report:

Go to Reports > Matter Activities > Matter Transactions Report

Report Details:

Matter Owner: Choose all matter owners or a specific matter owner

Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year

Client-Matter: Check the box to choose all client-matters. To choose a specific matter, uncheck box and type in the client matter name. You can choose to view active matters only by checking the box. To choose inactive matters, uncheck the box.

Report Print Options:

Check box to consolidate client matter list

To preview the report, click view.

When ready, click download.