Available LEAP Reports

How To

Here's a comprehensive list of LEAP reports, categorised into four main groups: Matters & Clients, Client Funds, Office and Management.

For general instructions on how to utilise LEAP reports, please refer to this article.
For information on Staff permission settings for reports, please consult this article.

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In general, you can access LEAP reports by navigating to the LEAP Menu > Reports, with the following three exceptions:

Cost Recovery Listing Report: Located at LEAP Menu > Accounting > under Office Accounting > Cost Recoveries > Search > .
Document Packets Report: Located at LEAP Menu > Home > under Documents > Document Packets > Search > .
Time and Fees List Report: Located at LEAP Menu > Accounting > under Office Accounting > Time & Fees > Search > .

The three reports are all marked with an asterisk (*) below.

Please note that the list closely follows the order of items in the Reports window.

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If you are interested in custom reports, LEAP integrates with RedView to offer Custom Reporting solutions. For more information, please visit this link.

Matters & Clients

Clients & Cards

Card Details	Displays card details, including names and contact information, with filters for creation date, card types and other criteria. Search or browse the card list and select specific cards to download their details.
Client Details	Displays client details, including names and contact information, with filters for creation date, matter, staff and other criteria. Search or browse the client list and select clients to download their details.

Conveyancing

Current Conveyancing Matters	Lists all active Conveyancing matters, including details such as matter number, client, property and key dates, filterable by matter and staff.
Estate Agents Report	Lists Estate Agents linked to matters, detailing agent information, associated matters, property details and key dates, filterable by matter and staff.
Exchanged Matters	Lists Conveyancing matters exchanged within a specified period, filterable by matter type and staff.
Matters Due for Completion	Displays active Conveyancing matters with a Completion Date within a specified period, filterable by matter type and staff.
Matters Due for Exchange	Lists Conveyancing matters with an upcoming Exchange Date, filterable by matter type and staff.

Other Matters & Clients Reports

Appointments	Lists appointments across matters, including details such as organiser, assignee and scheduled time. Filterable by appointment date range and staff.
Archived Matters	Lists all matters archived within a specified period, including any recorded physical file locations and date of destruction. Filterable by matter type and staff.
Client Overview	Provides a financial summary of clients, tracking fees entered, amount billed and payments received, with optional matter-level details.
Closed Matters	Lists matters closed within a specified period, filterable by matter and staff.
Compliance Report	Displays compliance details for matters opened within a specified period, including onboarding and AML checks, undertakings, risk assessments and file review.
Cost Agreement Received and Outstanding	Lists matters marked as 'Cost Agreement Required' to track whether a cost agreement has been received from clients, filterable by matter opened date range.
Critical Dates	Lists critical dates across matters within a specified period, with filtering options by critical date aliases, staff and matter to support critical date management.
Document Register	Generates a list of document register records for a specified period and selected statuses, including packet numbers, associated clients or matters (if applicable) and document dates to support document register management.
Matter List	Provides a detailed overview of matters, filterable by matter opening date, matter type, matter status and staff, with options to include the other side or archived matters.
Matter Tasks	Displays tasks created across matters, including key details such as status, dates, assignee and subject. Filter options include date range, assignee and matter staff.
Matters by Last Activity	Lists matters with no recorded activity since a specified date, focusing on activities such as the creation or modification of matter details, documents or professional fees.
Matters Opened	Lists matters opened within a specified period, with filters for Reporting Group, matter status, matter type and different staff roles.
Work Obtained by Referrer	Provides an overview of professional fees recorded, invoiced and recovered for matters obtained through various referral sources.
Document Packets Report*	A printout of the results of the search screen for document packets, accessible via: LEAP Menu > Home > under Documents > Document Packets > Search > .

Client Funds

Client Accounts End of Month

Client Account End of Month	Runs the Client Account End of Month (EOM) for the period following your last Client Account EOM date, generating five Account EOM reports.
General Client Account End of Month	Runs the General Client Account End of Month (EOM) for the period following your last general EOM date, generating two General EOM reports.
View Previous Client Account EOMs	Provides access to previously generated Client Account End of Month (EOM) reports, including both General and Account EOM reports.

Controlled Trust Accounts

Controlled Trust Accounts Control Account	Lists all transactions for Controlled Trust Accounts within a specified period, including deposits, withdrawals, fees, interest earned and total balances.
Controlled Trust Accounts Ledger	Downloads ledgers for active Controlled Trust Accounts for a specified period, with the option to run them by either transaction date or entry date.
Controlled Trust Accounts Listing of Accounts	Lists all Controlled Trust Accounts as of a specified date, with balances calculated based on either the transaction date or entry date.
Controlled Trust Accounts Statement	Downloads statements for active Controlled Trust Accounts for a specified period, with the option to run them by either transaction date or entry date.

Other Client Funds Reports

Bank Account Register	Provides a detailed record of transactions for a selected Client Account Bank Account over a specified period, including deposits, withdrawals, balances and reconciliation status.
Client Account Receipts	Downloads Client Account receipt slips within a specified period for selected matters.
Client Account Statements	Downloads Client Account statements for a selected Client Account bank account. Select matters and download statements based on either a reporting period or a cutoff date.
Client Accounts Audit Report	Tracks matter changes, including client, matter and card actions, with detailed before-and-after snapshots to support internal audits and compliance reviews.
Client Accounts Bank Deposit Slip	Downloads Client Account bank deposit slips within a specified period for a selected Client Account bank account.
Client Accounts Bank Reconciliation	Downloads previously finalised Client Account bank reconciliations for a selected bank account, with the option to include or exclude presented items.
Client Accounts Journals	Lists all Client Account journal transfers between matters for a selected Client Account bank account over a specified period, detailing each Journal's ID, matter information, transfer reason and amount.
Client Accounts Ledger	Downloads Client Account ledgers for a selected Client Account bank. Choose matters to include and generate statements based on either a reporting period or a cutoff date.
Client Accounts Overdrawn	Lists transactions that resulted in a negative Client Account balance on a matter at any point within the specified period, including the transaction type, reference number, matter information and resulting balance.
Client Accounts Trial Balance	Lists Client Account ledger account balances by matter as of a specified date for a selected bank account, with options to include matters based on balance or transaction history.
Client Accounts Trial Balance by Client	Lists Client Account ledger account balances by clients as of a specified date for a selected bank account, with options to include clients based on relevant balance or transaction history.
Client Accounts Uncleared Funds	Lists client funds that have been banked but not yet cleared, providing details such as the amount, cheque information, bank deposit date, and the number of days until the cheque is cleared.
Client Fund Requests - Unpaid	Displays unpaid Online Payments Client Account Fund Requests, assisting in tracking outstanding requests and following up as needed. Note that Online Payments is a pending feature and not yet available.
Client Payments Cash Book	Lists Client Account payments within a specified period for a selected bank account, tracking outgoing Client funds to support reconciliation and compliance.
Client Receipts Cash Book	Lists Client Account receipts and bank deposits within a specified period for a selected bank account, tracking incoming Client funds to support reconciliation and compliance.
Dormant Matters with Client Account Balances Report	Lists inactive matters that maintain a current balance in the selected Client Account bank account. Refine the results by specifying a minimum period of inactivity relative to a chosen reference date.
Online Payments Receipt	Lists all receipts processed through Online Payments and recorded in the Client Account Ledgers for a selected bank account within a specified period. Note that Online Payments is a pending feature and not yet available.
Potential Client Accounts to Office Transfer	Lists matters with outstanding invoice balances and available Client Funds, helping identify potential transfers to cover unpaid invoices.
Protected Client Accounts	Lists matters that have current Protected Client Account Funds within a specified Client Account bank account.

Office

Accrual Debtor Xero Validation	Provides a summary of debtor journals for a specified period, including total values for invoices and adjustments, allocations to fees and disbursements, and receipts, along with the trade debtor balance as at the period end.
Aged Debtors Report	Displays matters' aged debtor balances as at a specified date, including those with outstanding invoices or Credits balances. Expand a matter to view the ageing details of individual invoices. Results can be filtered to include only finalised invoices.
Aged Disbursements Report	Displays matters' aged disbursement balances as at a specified date, with options to expand balances by disbursement type and view further itemised details. Disbursements on draft invoices are treated as aged until the invoice is finalised, with an option to also include Billable - Later Invoice items.
Aged WIP & Disbursements Report	Displays matters' total aged WIP and disbursement balances as at a specified date, with options to expand balances by transaction type and view further itemised details. Items on draft invoices are treated as aged until the invoice is finalised, with an option to include Billable - Later Invoice items.
Aged WIP Report	Displays matters' total aged WIP balances as at a specified date, with options to expand for itemised details, include items on draft invoices, and include Billable - Later Invoice items.
Anticipated Payments	Lists Anticipated Payment transactions within a specified period, displaying transaction information including payment due date, whether payment has been made to the supplier, and associated matter and invoice.
Bank Deposit Slips	Downloads Office Bank Account Deposit slips within a specified period from a single location.
Combined Matter Ledger with Balances	Downloads combined Office and Client Account ledgers for selected matters, with an option to include or exclude archived matters.
Disbursements Report	Lists disbursement transactions within a specified period, with options to filter by disbursement type, billing status and matter type.
Download Invoices	Downloads invoices for selected matters into a single document for a specified period, with options to customise by invoice status, sorting order by matter or invoice number, and itemisation.
Download Receipts	Downloads receipts into a single document for a specified receipt period and selected matters. An Office Bank Account must be selected.
Firm Exposure by Client	Lists matters with client exposure as at a specified date, showing the total exposure per matter against the cleared client funds balance, with a breakdown of outstanding debtors, WIP and disbursement balances.
Invoices Report	Displays invoices for a specified period, including matter details, a breakdown of fees and disbursements, adjustments, payments received and the balance due. Filters can be applied based on matter-related or invoice-related criteria.
Matter Balances	Displays matter balances as at a specified date, including client funds, WIP, debtors minus credits, credits and unbilled disbursements. Filters can be applied to refine the matters displayed, including whether to include archived matters.
Matters Financial Summary with Ageing	Provides an overview of the firm's various balances as at a specified date, including debtors, credits, WIP, unbilled disbursements and client funds, with an ageing breakdown per matter.
Nominal Ledger Movements	Downloads a summary or detailed list of nominal ledger journals exported to accounting software for a specified period, with options to filter by export status and to filter or group by account code or tax code.
Office Payments Report	Lists office payments within a specified period for a selected Office Bank Account, with an option to filter by payment type.
Office Receipts Report	Lists office receipts within a specified period for a selected Office Bank Account, with an option to filter by payment type.
Online Payments Receipts	Lists all receipts received via Online Payments and recorded in the office account ledger within a specified period. An Office Bank Account must be selected. Note that Online Payments is a pending feature and not yet available.
Online Payments Reference Lookup	Enables search for Online Payments transactions by reference number, displaying the reference type, transaction and matter numbers, debtor and balance due. Note that Online Payments is a pending feature and not yet available.
Pre Billing Guides	Downloads pre-billing guides for selected matters as at a specified date to assist with reviewing billing details before invoicing. The summary and detail items can be customised to adjust the level of detail included.
Pre-Billing Summary	Summarises current pre-billing details for matters, including billed-to-date amounts, unbilled amounts, total debtors and client funds—providing an overview prior to invoicing.
Statement of Account	Downloads summary Statements of Account for selected matters. Summary statements can be generated as at a specified date for matters with outstanding balances, or across a defined period for matters with balances and/or transactions.
Statement of Account Debtors Ledger	Downloads Statements of Account from the Debtors Ledger for selected matters. Statements can be generated as at a specified date for matters with outstanding balances, or across a defined period for matters with balances and/or transactions. Each statement provides details on transactions, balances and ageing information.
Cost Recovery Listing Report*	A printout of the results of the firm-wide search screen for cost recoveries, accessible via: LEAP Menu > Accounting > under Office Accounting > Cost Recoveries > Search > .
Time and Fees List Report*	A printout of the results of the firm-wide search screen for Time & Fees, accessible via: LEAP Menu > Accounting > under Office Accounting > Time & Fees > Search > .

Management

Matter Activity Recording Fee Earner Performance Module	Compares auto-recorded time against manual entries and normalises fixed fee billing, assisting in evaluating the efficiency and transparency of work performed.
Billing Realisation Summary	A summary of staff billing realisation and collection performance for a defined period, highlighting billing and collection realisation ratios.
Conveyancer Report	Summarises conveyancing data for the specified period, offering insights into revenue generation, transaction valuation and the effectiveness of referral sources.
Daily Time & Fees by Staff	Provides daily total values of billable and non-billable fees recorded for selected staff within a defined week, along with month-to-date and financial year-to-date summaries.
Daily Time & Fees by Staff Responsible & Acting	Provides daily total values of billable and non-billable fees recorded within a defined week for selected Staff Responsible or Staff Acting, along with month-to-date and financial year-to-date summaries.
Exchanges and Completions - Chart	A graphical display of the total number of matters exchanged or completed in each active month within the year up to the specified date.
Fee Contributions & Recovery	Provides details of fees recorded, invoiced and receipted for selected staff, allowing for the attribution of work to different staff roles.
Fee Contributions & Recovery by Matter Type	Provides details of fees recorded, invoiced and receipted, grouped by matter type for a specified period. Expand each matter type to view a breakdown by matter.
Fee Earner Overview	A customisable overview of the selected fee earner's performance as Staff Responsible, Staff Acting or Credit, covering client and matter overview, revenue generation, aged balances, Client Funds transfer availability, Controlled Trust Accounts balances, and more. The report features both ranked metrics (such as Top Clients) and non-ranked metrics.
Fee Earner Summary	A detailed summary of fee earner performance for a specified month, quarter or year, covering fees entered, billed and collected (with comparisons to budgets and year-to-date figures), as well as WIP, debtor ageing and matter overview. You can choose to focus on a specific staff type.
Firm Overview	A comprehensive overview of firm performance for a specified period, covering key areas such as matters, clients, firm exposure, fee earner performance, ageing summaries, Client Funds balances and transfer availability, and more. Select a staff type to include for displaying matter information.
Invoice Variance Report	Lists invoices with fees recorded for selected staff within a specified period, showing variances between recorded and billed fees, along with any fee adjustments.
Matters by Matter Status Chart	A graphical display of matter distribution across different matters status for a specified period, with filters for matter types, Staff Responsible and Staff Acting.
Matters by Matter Type Chart	A graphical display of matter distribution across different matter types for a specified period, filterable by matter status and followed by a detailed breakdown for each matter type.
Matters Opened by Staff Resp & Acting Chart	A graphical comparison of matters opened by different Staff Responsible or Staff Acting within a specified period, followed by a detailed breakdown for each staff member.
Practice Overview	A quick overview of key financial and operational metrics, including aged balances, Client Funds balance, cash flow, debtor ageing, and matters opened and completed for the current month. The report is cached daily.
Receipt Allocation Report	An overview of the allocation of receipted funds to billed fees and disbursements within a specified allocation period for selected staff, allowing for the attribution of work to different staff types.
Staff Budgets	Reviews the selected staff’s monthly performance against budget targets for billable hours, non-billable hours, fees entered and fees collected over the course of the relevant year.
Staff Details	Provides a staff list with key details, including basic personal information, login status, username, creation dates, billing rates and more.
Staff Invoiced Funds	Displays selected staff members' fee contributions to invoices within a specified billing period.
Staff Receipted Funds	Displays selected staff members’ fee contributions to receipted funds within a specified receipting period.
Staff Time & Fees Activity Summary	A summary of Time and Fees recorded by selected staff within a defined period, grouped first by staff and then by activity code. Users can also filter by matters, invoice statuses, or a specific activity code.
Time & Fees Analysis	Provides a year-over-year comparison of a selected monthly staff metric—hours entered, Time and Fees invoiced, or Time and Fees received—with the option to compare by financial or calendar year.
Time and Fees Recorded by Staff	Provides daily totals of billable and non-billable hours recorded for all staff within a specified week, along with Time and Fee summaries for the month-to-date and financial year-to-date.
Work Obtained Chart	A graphical comparison of work obtained from different sources, measured by matters opened and followed by a detailed breakdown by matter.

Last Modified Date

11/06/2025 11:52 pm

Title

Available LEAP Reports

URL Name

Available-LEAP-Reports-IE

Resolution