Matter List by Client Code report

This report produces a list of matters for each client, in client code order. The following parameters can be used to filter the report:

Parameter/Filter	Description
Matter status	Specifies all matter status (Ignore) or lets you choose one (Select). TIP 0 = Open, 1 = On Hold, 2 = Closed, 3 = Archived.
Branch	Specifies all branches (Ignore) or lets you choose one (Select).
Department	Specifies all departments (Ignore) or lets you choose one (Select).
Work type	Specifies all work types (Ignore) or lets you choose one (Select).
Fee earner	Specifies all fee earners (Ignore) or lets you choose one (Select > Choose fee earner). You can also specify the person running the report (Current fee earner) or the person associated with whoever is running the report (Associated fee earner).
Client	Specifies all clients (Ignore) or lets you choose one (Select).
Funding type	Specifies all funding types (Ignore) or lets you choose one (Select).

Note

This report excludes restricted matters by default and states this in the report output (Report Parameters tab). However, if an administrator overrides matter restrictions for the person running the report, then all matters are included and the report does not state that restricted matters are excluded.