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Knowledge BaseMatters Opened by Staff Resp & Acting Chart Report
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Matters Opened by Staff Resp & Acting Chart Report

  • 24/08/2025
  • Knowledge

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Location: LEAP Menu > Reports > Management > Matters Opened by Staff Resp & Acting Chart

Purpose: The report provides a comprehensive overview of matters opened within the selected period, broken down by Staff Responsible and Staff Acting. For each breakdown, the report provides:

  • A bar chart depicting the distribution of matters opened by each relevant staff member in their role as Staff Responsible or Staff Acting.
  • A table with a detailed Staff Responsible/Staff Acting breakdown of matters, including Matter Number, Matter Type, and Instruction date (Date Opened). 

Report Trigger: The report will feature matters with a 'Date Opened' falling within your selected period, defined by the 'Start Date' and 'End Date'. The 'Date Opened' is entered under the matter's Calendar & Tasks tab.

Report Filters:

Date Range

Displays featured transactions that occurred within the chosen date range.

NOTE: Date range should be less than one year.

Matter TypeLimits the results to selected matter type(s).
Display

Yes: With this option, all row groups will be expanded, giving the full details, including the Matter No. and Client associated with the relevant invoice.

No: With this option, the Matter No. and Client associated with the relevant invoice are not displayed.

Report Fields:

Matters opened by Staff Responsible (Bar Chart)Displays a bar chart detailing the percentage of matters opened by each Staff Responsible.
Breakdown of Staff Responsible (Table)Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including:
  • Matter Number
  • Matter Type
  • Instruction date. 

A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.

Matters opened by Staff Acting (Bar Chart)Displays a bar chart detailing the percentage of matters opened by each Staff Acting.
Breakdown of Staff Acting (Table)

Provides a table with a detailed breakdown of matters opened by each Staff Responsible, including:

  • Matter Number
  • Matter Type
  • Instruction date. 

A horizontal bar is displayed next to each Staff member's name, indicating the percentage of matters opened by them.

Last Modified Date
24/08/2025 10:15 pm
Title
Matters Opened by Staff Resp & Acting Chart Report
URL Name
Matters-Opened-by-Staff-Responsible-Acting-Chart-Report-UK

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Matters Opened by Staff Resp & Acting Chart Report