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
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.