The Active Matter by Month report displays the number of of matters of the selected matter type, grouped by month or week. The report details how many matters are on each step of that matter type. This is useful to glean how many matters are at a certain step of your workflows to see the general workload of your business and any increases and decreases of business.
The report can be filtered by year and grouped by month or week. A specific matter type can be selected. Status can be set to display only Active matters or to also include inactive matters.
|Note: Closed matters cannot be displayed on this report.|
In the Filter by participant type filed, a specific participant type can be designated. This will create tables for each participant of that type or the selected matter type. For instance: if you select Client for the filter, a table will display for each client that details how many matter of that type they are a participant and which steps on which those matters sit.
Filter by participant is used to display tables for specific people. Any participant assigned to the selected matter type can be chosen.