Enter or select a Start Date and an End Date to define the reporting period. This filters the results to include only matters created within the selected time frame.

NOTE: The creation date of a matter corresponds to its 'Date Opened', which is set under the Calendar & Tasks tab on the matter.

• Staff Responsible: Displays all matters with the selected Staff Responsible.
• Staff Acting: Displays all matters with the selected Staff Acting.

This section illustrates the percentage distribution of matter statuses.

NOTE: The percentage figure for a matter status is calculated by comparing the number of matters with the matter status to the total number of matters created during the specified period (excluding archived matters).

This section offers either a summary or a detailed overview of matter status for matters created within the specified period, excluding archived matters.

This section provides either a summary or a detailed overview of matters included in the report: 

• Summary (Expand set to 'No'): The section displays the number of matters within each matter status and the percentage of each matter status. 
• Detailed (Expand set to 'Yes'): The section further provides a breakdown of matters under each matter status, with the following matter details: 

- Matter No: Matter number. 

- Client: Client cards.

- Matter Type: The matter type.

- Staff Responsible: The staff responsible.

- Staff Acting: The staff acting.