Impact on Reports when Matter Settings Changed

  • Updated

The Originating Attorney (and splits) as well as the Project Attorney, Responsible Attorney, Type of Law and several other settings are all held at the Matter Level and not on individual transactions.  When reports are run and sorted or filtered by these values, Orion looks at the Matter file for the value.  Therefore, if you were to re-run reports previously run before changes to these values were made, the reports would be sorted, filtered  and calculated based on the new values in the Matter file.

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