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Matters Due for Completion Report

  • 24/08/2025
  • Knowledge

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Location: LEAP Menu > Reports > Matters & Clients > Conveyancing > Matters Due for Completion

Purpose: Displays active Conveyancing matters with a Completion Date within a specified date range, with options to filter by matter type and staff.

Report Criteria: To be included in this report, a matter must meet the following conditions:

  1. A Completion Date must be entered under the 'Calendar & Tasks' tab of the matter.
  2. The matter's status must not be 'Complete', 'Not Proceeding' or 'Archived'. 
 
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As this report focuses on active Conveyancing matters, the default setting excludes matters where an inactive staff member acts as 'Staff Responsible' or 'Staff Acting.' To change that for potential broadened results, you can set 'Include Inactive Staff' to 'Yes'. 

Report Filters:

Date Range

Displays Conveyancing matters with an unconfirmed Settlement Date within the selected date range. 

Staff

Includes three filters:

  • Include Inactive Staff: Provides an option to include or exclude inactive staff in the 'Staff Responsible' and 'Staff Acting' lists for selection. The default option is set to 'No'. 

NOTE: An inactive staff member is a staff member whose 'Current Staff' status has been toggled off under the Staff- Application Settings. 

  • Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the 'Person Responsible'.
  • Staff Acting: Filters results to include only matters where the selected staff members are assigned as the 'Person Acting'.
Matter Type

Filters results to include only matters with the selected type(s).

Display

Includes two display options:

  • Group By: Allows users to group the list by:
    • None (default): No grouping is applied. 
    • Matter Type
    • Staff Acting
    • Staff Responsible
  • Expand Row Groups: Only active when the 'Group By' option is not set to 'None'.  
    • No (default): When set to 'No', the grouped rows remain collapsed, not showing the matter's Staff Responsible or Staff Acting.
    • Yes: When set to 'Yes', all grouped rows are expanded, further showing the matter's Staff Responsible and Staff Acting.

Report Filters:

Matter No.The matter number.
Client The client(s) on the matter.
Matter Type The matter's matter type. 
Property AddressThe property address, entered in the 'Property' card of the matter table.
Resp.The matter's Person Responsible,
Act.The matter's Person Acting.
Exchange Date, Contract Date and Cooling Off Date When the Expand Row Groups option is set to Yes, the report will add the three columns, displaying key dates in accordance with dates entered under the Calendar & Tasks tab of the matter. 
NOTE: 'Resp.', 'Act.', 'Exchange Date', 'Contract Date' and 'Cooling Off Date' columns are only available when Expand Row Groups (Display) is set to Yes. 
Settlement DateUnconfirmed Completion Date as recorded under the Calendar & Tasks tab of the matter, including any unconfirmed past dates within the chosen date range. 
Settlement VenueThe settlement venue set in the 'Settlement Details' card on the matter table. 
Settlement TimeThe settlement time set in the 'Settlement Details' card on the matter table. 

 

Last Modified Date
24/08/2025 9:48 pm
Title
Matters Due for Completion Report
URL Name
Matters-due-for-completion-Report-UK

Resolution
Reports
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Matters Due for Completion Report