Reporting role composition

QUESTION: Where can I find a report for who is responsible, assigned or owners for a range of clients or matters? How to report team role or shared role composition (ownership) for a range of clients or matters?

RESPONSE: The “Client and Matter List” report launched from the “Reports – Client / Matter” sub-menu includes the option to report on classic team role composition (i.e., matter responsible, assigned etc.) as well as shareable role composition (i.e., owners, initiators etc.). The latter is subject to licensing.

In addition to the filter and/or grouping selections made in the pre-select and details tab and sub-tabs, the “Additional” tab “Basic Information” checkbox option, offers the ability to report on “Team-role composition” and/or “shared-role composition”. These are presented as a sub-set of checkbox options below the one for  “Basic Information”.