Collection By Matter Party

Collection by Matter Party report lists fees collected for matters assigned to a specific matter party in a given date range. This report also provides collection summary totals for each Party Role, Matter Owner as well as each Timekeeper.

To access the report, go to Reports > Financial Productivity > Collection by Matter Party

Report Filters

  • Party Role: You can run the report for the Originating Attorney, Responsible Attorney, Work Attorney or Other.
  • Party Name: All in this role or a specific party.
  • Invoice Date Range: Based on the date the invoice was generated. You can customize the date range to be covered in the report.

Formatting Options

  • Include Matter Owner Summary: Checked by default. Uncheck to change.
  • Include Timekeeper Summary: Checked by default. Uncheck to change.


Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report 

Updated on November 19, 2021

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