Includes the following two filters:

• Reporting Group: Filters results to include only matters that have been assigned to any of the selected Reporting Group(s).
• Matter Type: Filters results to include only matters that match any of the selected type(s).

Includes the following fives filters that work together to refine matters, displaying only those relevant to the selected staff members in their specified capacity.

• Inc. Inactive Staff: Provides an option to either include or exclude Inactive Staff Members from the lists of 'Staff Responsible', 'Staff Acting' and 'Staff Assisting'. 

NOTE:

• • • A Staff member is considered Inactive if their Current Staff Member option is togged off under the Access & Permissions in the Staff Details window (Menu > Settings > Application Settings > Firm > Staff > Members).
    • The below four staff lists dynamically update based on the 'Include Inactive Staff' option setting.
• Staff Responsible: Filters results to include only matters where the selected staff member(s) are assigned as the Person Responsible. All staff members are included by default.
• Staff Acting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Acting. All staff members are included by default.
• Staff Assisting: Filters results to include only matters where the selected staff member(s) are assigned as the Person Assisting. All staff members are included by default.
• Credit: Filters results to include only matters where the selected staff member(s) are assigned as the Credit. All staff members are included by default.

Includes one display option: 

Group By: Offers the following grouping options:

• None: No additional grouping is applied.
• Credit
• Matter Type
• Reporting Group
• Staff Acting
• Staff Assisting
• Staff Responsible