The Matter General Report is a useful report, accessed in a single click, that can provide a quick overview of your caseload. It is one of the underused reports and often overlooked, yet provides a wealth of information quickly and compactly.
From the Matters link, select General report. The tabs on the Matter General Report page allow you to view in a single screen the matters sorted by the chosen tab. For instance, if you look below, the Flagged tab will give you a single list of all matters that are flagged, and so on.
In the report screen, all tabs displayed (except Info) are dependent on three things:
- Your personal selections in the Matter Tabs area under My Settings in My Lawtrac.
- Data relevant to the tab subject must be entered into Lawtrac. Even if a tab category is selected in My Lawtrac, it may not display on your General Matter Report if related data does not exist.
- Options chosen in the Settings tab at the end of the row.