Brief Description
This report shows the average time it takes for matters of a selected matter type to move through each step.
Use Cases
This report displays the step on which a matter currently resides, how many matters are on that step, and how long they have been on that step.
Finding and Using the Report
- In Actionstep Practice Management, go to Reports > Matter Reports. (Your menu may show Reports > Matter Reports > Reports List.)
- In the General section, click Matter Ageing Report. The report is displayed.
Then, refer to these articles for help generating and saving reports for future use:
Available Filters
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Age based on: Choose the date model which should be used to calculate the report:
- Matter Created Date reflects the number of days since the creation of the matter.
- Date moved to current step reflects the number of days since the matter was moved to the current step.
- Matter Type: Choose the matter type used for report information. The report can only return results for one matter type at a time.
- 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.
Report Output
- Step Name: Shows the name of the step associated with the subsequent row data. (Only steps with at least one matter currently on that step will be displayed.)
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Days: Shows the number of items in the given range that have been on the corresponding step. For example, if a step lists the number 4 in the 31-60 column, that means four items have been on this step for 31-60 days.
NOTE: Selecting the linked number in the aging column displays a different view of the report, which shows the individual matters, participants, specific step names, and the time they've been on that step.
- Total: Displays the total number of matters on the step associated with the row.
Updated