The Matter Aging Report is a great tool to see the average time it takes for matters of a selected matter type to be moved through each step. For the selected matter type, the report displays any step on which a matter currently resides, how many matters are on that step, and how long they have been on that step.
Accessing the Matter Aging Report
The Matter Aging Report is located at Reports > Matter Reports in the 'General' category.
Report Configuration Options
|Age based on||
Controls from which date aging is calculated on the report. When the Age based on field is set to Matter Created Date, the Age will reflect the number of days since the creation of the matter. If it is set to Date moved to current step, Age will reflect the number of days since the matter was moved to the current step.
|Matter Type||Designates the matter type used for report information. The report can only return results for one matter type at a time. Only matters of the selected type will display in the report results.|
|Group By Participant||When set to None, the report will display a single table that includes data for all matters. When a participant type is specified, there will be individual tables for each participant of that type. For instance, selecting 'Lawyer' will display a table for each participant assigned to a lawyer role in a matter.|
Producing the Matter Aging Report
Initially, the report is generated for on-screen display by selecting the Generate Report button. Once the report is generated the following export options are displayed:
|Launches your browsers default print screen.|
|EXCEL||downloads the report in XLS formation|
|downloads a PDF version of the report|
Understanding the Output of the Matter Aging Report
Output Options (On Screen Only) and Header Information
|Age Based On||The name of the matter with the matter ID in parentheses.|
|Matter Type||Denotes whether the file notes table is displayed on the report.|
|Group By Participant||Denotes whether the Participants table is displayed on the report.|
|Chronology||Denotes whether the Chronology table is displayed on the report.|
|Matter Data||Denotes whether the Matter Data table is displayed on the report.|
|Expand/contract display button||
This button controls the on-screen display of the report.
When the arrows face out and the button is clicked, the report will span the width of the window.
When the arrows face in and the button is clicked, the report will display with space on both sides of the screen.
Expanding the display can be useful for longer text values in some table rows to avoid them spilling over to the next line.
|Show report settings/Hide report settings||
When the report is generated, the configuration options are hidden from view.
Selecting the Show report settings button displays the report settings. This allows the settings to be updated and, allows the report to be re-generated.
Selecting the Hide report settings button hides the report settings, so only the report information displays on screen.
The reload button refreshes the report. This is useful to include any data that has changed since the report was generated.
The report is stamped with the date for reference.
|Launches dialog to print the report.|
|Excel||Downloads the report in XLS formation|
|Downloads a PDF version of the report.|
All Matters Table - Displays all matters that meet the Matter Type configuration option criteria
Name of the step associated with the subsequent row data.
|0-30||Items with a number in this range have been on the corresponding step from 0 to 30 days.|
|31-60||Items with a number in this range have been on the corresponding step from 31 to 60 day|
|61-90||Items with a number in this range have been on the corresponding step from 61 to 90 day|
|90+||Items with a number in this range have been on the corresponding step longer than 90 days.|
|Total||Displays the total number of matters on the step associated with the row.|
|Totals||The bottom row of the table sums each column.|
Participant Table - Displays the same information as the All Matters Table, however the information is for a single participant. This table displays when a participant type is selected in the Group by Participant field in the report configuration options.
Step Matters Table - Displays all matters for the selected step that meet the Matter Type configuration option criteria. This table is accessed by selecting a hyperlinked number in on of the aging columns.
|Matter ID||The ID of the matter associated with the row information. Selecting the hyperlinked ID number opens the Matter Summary Report for that matter.|
|Matter Name||The name of the matter associated with the row information|
|File Reference||The file reference text entered on the associated matter details|
|Step Name||The name of the step on which the matter associated with the row information sits|
Displays the name of the participant of the type selected in the Group By Participant configuration option dropdown. For instance: if the selected Group By Participant is Attorney, the name of the attorney on the matter will show.
|Age||Denotes a number of days out from the selection in the Age based on configuration option selection. When the Age based on field is set to Matter Created Date, the Age will reflect the number of days since the creation of the matter. If it is set to Date moved to current step, Age will reflect the number of days since the matter was moved to the step in the Step Name column.|