Help Center

Active Matter by Month Report

Brief Description  

The Active Matter by Month report displays the number 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.

 

Use Cases 

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.

 

Finding and Using the Report

  1. In Actionstep Practice Management, go to Reports > Matter Reports. (Your menu may show Reports > Matter Reports > Reports List.)
  2. In the General section, click Active Matter by Month Report. The report is displayed.

Then, refer to these articles for help generating and saving reports for future use:

 

Available Filters

  • Year: Choose the year you want matter information displayed for in the report.
  • Group By: Choose whether you want the report organized by Month or Week.
  • Matter Type: Choose which matter type is used for the report information.
  • Status: Choose which matters display on the report based on their status: Active only, Active and Inactive, or Inactive. (Closed matters cannot be displayed on this report.)
  • Filter by Participant Type: Choose the participant type by which to filter report results. This will create tables for each participant of that type or the selected matter type. For example, if you select Client for the filter, a table will be displayed for each client that details how many matters they are a participant of and which steps those matters are on.
  • Filter by Participant: Choose a specific person you want included in the report. (To see options in this list, you  must first select from the Filter by Participant Type drop-down list.)

 

Report Output

  • Active Matters by Current Step: Lists all steps for the selected matter type.
  • Month Columns: Displays the number of matters that had an Active, Inactive, or Active only status that month (based on your Status filter above the table). Selecting the number in a cell will display the IDs and names of the matters counted in that cell. You can then select the matter name from that pop-up and it will open that matter in a new tab.
  • YTD / [Year] column: Shows the total number of matters with a status of Active or Active & Inactive for the year (based on your Status filter above the table).
  • Total Active Matters row: Shows the number of matters for each column.

Updated