Collection by Matter Owner
Each matter has a Matter Owner (Responsible Lawyer) and many reports can be run by Matter Owners. Collection by Matter Owner is an extremely important report that computes earned fees for Matter Owners in a given date range. This report can be used for a variety of needs including productivity measurement; and facilitating apportion fee allocation to matter owners by work/collection activities. This report also provides summary totals for each Matter Owner as well as each Timekeeper.
For calculation-related notes, please see the details listed in the Collection by Timekeeper section as the concept is identical.
To access the report, go to Reports > Financial Productivity > Collection by Matter Owner
Report Filters
- Matter Owner: Choose all matter owners or a specific matter owner.
- Date Range: The date range options you have are Last Month, Last Year, This Month, and This Year.
View/Download
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Learn more about generating reports.
