New matters opened report for a period filtered by client or matter status

QUESTION:

How to generate a matter list based on status? Where to generate a "New Client" report, or a "New Matter" report for new clients or existing clients or both?

RESPONSE:

From the “Reports – Client / Matters” submenu select the “Client Matter List” to generate the list of clients and matters. The "Details" and "Additional" tabs and sub-tabs of the report's filter form includes many grouping and filter options, to respond to different questions; for example, the count of matters opened in a period, or the count of new matters for existing clients versus new clients, or the count of matters based on status as of a specific date.  

 To generate a list of matters per member based on status, keep the member and matter options on the "Details" tab selected. Press on "Additional" sub-tab of the matter section and select the status you want to report on - "Active" - and set the to-date to the end of the first period. Navigate to the "Additional" tab - to the right of the "Details tab" - and select the "Count" checkbox option - bottom right.

 To generate a list of  “New Matters”, keep matter option select on the "Details" tab, press on the "Additional" sub-tab of the matter section, and select the "open in" period needed. To further breakdown new matters for existing clients from new clients, select the client option and set the "open in" date range for the client and set it to equal that of the matter to get new matters for new clients opened in the same period, or set the date range to end at the start of the date range used for the new matters to get new matters for existing clients.