Inactive Matters Report

The Inactive Matters Report provides a means to list Client-Matters where there has been no activity since a specified date.  When run, the report checks for fees, disbursements, invoices or accounting activity that has occurred since the last activity date specified.  If no activity is found, the Client-Matter is listed on the report.  The report also tells you the last date of activity and what type of activity was found: fees, disbursements, invoice, accounting, multiple or none.  This report can be used to clean up the system and close old Matters.

SORT ORDERS
Client Code, Matter Code
Client Code, Matter Name
Client Name, Matter Code
Client Name, Matter Name
Location Code
Type of Law
Department Code    
Originating
Project
Responsible

 
OPTIONS
One or All of Sort Order
Open, Closed or All Matter
Date Range of Opened/Closed Matters
No Activity Since Date
New Page on Group Change
Various Filter Options
    Client-Matter
    Location
    Type of Law
    Department
    Originating Attorney
    Project Attorney
    Responsible Attorney
    Managing Attorney


OTHER OBJECTS AVAILABLE FOR REPORT
Assigned
Assistant
Primary
Secondary
Closed Date
Location
Address
Additional Matter Info fields