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Document Register Report

  • May 13, 2026
  • Knowledge

How To
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Location: LEAP Menu > Accounting > Reports > Matters & Clients > Document Register

Purpose: Provides a detailed list of document register records, filtered by date range and document status. It includes key information such as document and received dates, associated packet, linked clients and matters (if applicable), document types and removal dates to support document tracking. This report draws data from individual Document Register windows.

Report Filters:

Date RangeFilters results to include only Document Register items with a Received Date within the specified date range.

NOTE: A Document Register's Received Date is determined by the Date Stored entered or selected in the Document Register window.
StatusFilters results to include only Document Register items with the selected status: 
  • All
  • Currently Held/Temporarily Removed
  • Currently Held
  • Temporarily Removed
  • Permanently Removed
  • Deleted

Report Fields:

NOTE: The report fields are populated with information from the relevant individual Document Register windows.

Document DateThe document date, based on the 'Document Date' entered.
ReceivedThe date the document was received, based on 'Date Stored' entered. 
Doc No.Document register number, based on 'Document No.' entered. 
Packet No.The number of the packet to which the document register belongs, based on 'Packet No.' entered. 
ClientThe client for the document register, if applicable. 
Card Address The address of the client, if applicable.
Matter No.The matter the document is assigned to, if applicable. 
Doc TypeThe type of document.
DescriptionThe document description.
Doc RemovedThe date the document was removed, based on 'Date Removed' entered. 
Last Modified Date
13/05/2026 2:09 AM
Title
Document Register Report
URL Name
Document-Register-Report-IE

Resolution
Reports
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Document Register Report