Understanding Standard eCounsel Reports

Active Matters by Assigned Staff

This report lists all active matters by assigned staff member.

Parameters

Select Entity or Entities – Select an entity/person or multiple entities/people from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Assigned Staff	The name of the selected entity/person who has been assigned a player type of “Assigned Staff”.	Matters/Player/Player
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Matter Type	The classification (such as “Contracts/Agreements”) of the matter.	Matters/Base Info/Matter Type
Field	Description	Module/Tab/Field
Law Area	The area of law associated with this matter. Law areas are defined by the System Administrator.	Matters/Base Info/Law Area
Legal Section	The legal section (such as “Litigation”) for the matter.	Matters/Base Info/Legal Section
Product/Service	The product or service associated with this matter. Products and services are defined by the System Administrator.	Matters/Base Info/ Product/Service
Role	The function of the player for the matter.	Matters/Player/Role
Long Matter Name	The name of the matter in its entirety.	Matters/Base Info/Long Matter Name
Matter Comments	Any comments concerning the matter.	Matters/Base Info/Comments
Matter Progress Notes	Any notes that have been entered for the matter.	Matters/Progress Notes/ Description

Active Matters by Billing People and Entities

This report lists all active matters by selected vendors.

Parameters

Select Entity or Entities – Select an entity/person or multiple entities/people from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Entity Name	The name of the billing person or entity.	Matters/Player/Player
Matter Number	The identifier assigned to the matter.	Matters/Base Info/Matter Number
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Total Assigned Matters	The number of matters for this billing person or entity.	Calculated

Active Matters by Legal Section

This report lists all active matters by legal section within the open date range indicated.

Parameters

Please enter a FROM date for the report – Select the starting date from which active matters should be retrieved. The default is today’s date.

Please enter a TO date for the report – Select the ending date to which active matters should be retrieved. The default is today’s date.

Please select Legal Section(s) – The legal section of the active matters. Multiple legal sections can be indicated by selecting a legal section and clicking Add. The default is to return all active matters from all legal sections (indicated by the “ALL” text).

Fields

Field	Description	Module/Tab/Field
Legal Section	The name of the legal section assigned to the matter.	Matters/Base Info/Legal Section
Matter Number	The identifier assigned to the matter.	Matters/Base Info/Matter Number
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Matter Type	The classification (such as “Contracts/Agreements”) of the matter.	Matters/Base Info/Matter Type
Assigned Staff	The name of the entity/person who has been assigned a player type of “Assigned Staff”.	Matters/Player/Player
Open Date	The date the matter was created.	Matters/Base Info/Open Date
Close Date	The date the matter was completed.	Matters/Base Info/Close Date
Target Date	The date the matter should be resolved.	Matters/Base Info/Target Date
Total Matters for	The number of active matters for this legal section.	Calculated

Active Matters by Matter Type

This report lists all active matters by matter type within the open date range indicated.

Parameters

Please enter a FROM date for the report – Select the starting date from which active matters should be retrieved. The default is today’s date.

Please enter a TO date for the report – Select the ending date to which active matters should be retrieved. The default is today’s date.

Please select Matter Type(s) – The classification for the active matters. Multiple legal sections can be indicated by selecting a matter type and clicking Add. The default is to return all active matters of all matter types (indicated by the “ALL” text).

Fields

Field	Description	Module/Tab/Field
Matter Type	The classification (such as “Contracts/Agreements”) of the matter.	Matters/Base Info/Matter Type
Matter Number	The identifier assigned to the matter.	Matters/Base Info/Matter Number
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Legal Section	The legal section assigned to the matter.	Matters/Base Info/Legal Section
Assigned Staff	The name of the selected entity/person who has been assigned a player type of “Assigned Staff”.	Matters/Player/Player
Open Date	The date the matter was created.	Matters/Base Info/Open Date
Close Date	The date the matter was completed.	Matters/Base Info/Close Date
Target Date	The date the matter should be resolved.	Matters/Base Info/Target Date
Total Matters for	The number of active matters for this matter type.	Calculated

Actual vs. Budget by Matter

This report lists all invoiced costs against budget for selected matter(s).

Parameters

Select Matter(s) – Select a matter or multiple matters from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Budget	The description/name of the budget.	Matters/Budget/Description
Parent Budget	The parent budget of the budget.	Matters/Budget/Parent Budget
Start Date	The beginning date for all invoices to be applied to the budget.	Matters/Budget/Start Date
End Date	The ending date for all invoices to be applied to the budget.	Matters/Budget/End Date
Amount	The amount of the budget.	Matters/Budget/Amount
Variance	The difference between the budget amount and the invoiced costs.	Calculated
% of Budget	The percentage of the budget used.	Calculated
Total for	The name of the vendor, phase, or task assigned to the budget.	Matters/Budget/Vendor, Phase or Task
Line Item(s)	The sum of invoiced costs for the vendor, phase, or task.	Calculated

Business Unit Allocation

This report lists costs by business unit and includes a pie chart. Drill-down on business unit to Costs by Matter Type bar graph.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Business Unit	The name of the allocation entity.	Invoices/Matter/Invoice Allocation/Name
Costs	Total costs for the allocation entity within the date range.	Calculated
Total Costs	Total costs for all allocation entities within the date range.	Calculated

Business Unit Cost Allocation

This report lists matter data by business unit and shows matter costs and percentage allocation to business units.

Parameters

Select Entity or Entities – Select the business unit or multiple business units from the Report Parameter Wizard

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Business Unit	The entity receiving the cost allocation.	Invoices/Matter/Invoice Allocation/Name
Matter Name	The name of the matter.	Invoices/Matter/Matter Name
Matter Number	The identifier assigned to the matter.	Invoices/Matter/Matter Number
Law Area	The area of law associated with this matter.	Matters/Base Info/Law Area
Law Subarea	A sub-classification within the area of law.	Matters/Base Info/Law Subarea
Matter Type	The classification (such as “Contracts/Agreements”) of the matter.	Matters/Base Info/Matter Type
Matter Open Date	The date the matter was created.	Matters/Base Info/Open Date
Invoice Date	The date of the invoice (dependent on the selected parameter).	Invoices/Base Info/Date
Received Date	The date the invoice was received (dependent on the selected parameter).	Invoices/Base Info/Received
Service Start Date	The beginning date for the time period being billed on the invoice (dependent on the selected parameter).	Invoices/Base Info/Service Start
Matter Cost	The total costs for the matter for the invoice.	Invoices/Matter/Adjusted Base
Allocation %	The percentage of the amount allocated to the business unit for the invoice for the matter.	Invoices/Matter/Invoice Allocation/Percentage
Business Unit Cost	The total amount allocated to the business unit for the invoice for the matter.	Invoices/Matter/Invoice Allocation/Allocated Amount
Total Unit Cost for Matter	The total amount allocated to the business unit for all invoices billed to the matter.	Calculated

Calendar Appointments by Matter

This report lists event information start date/time and end date/time for selected matters.

Parameters

Select Matter(s) – Select a matter or multiple matters from the Report Parameter Wizard.

From Date – Select the starting date from which all appointments will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all appointments will be retrieved from the Report Parameter Wizard. The default is today’s date.

Fields

Field	Description	Module/Tab/Field
Matter Name (Number)	The name of the matter with the identifier for the matter in parenthesis	Matters/Base Info/Matter Name-Matter Number
Event Description and Invitees	The description for the appointment and the users invited to the appointment.	Matters/Calendar/Event Description Matters/Calendar/Invitees
Start Date/Time	The date and time the event is scheduled to begin.	Matters/Calendar/Start Time
End Date/Time	The date and time the event is scheduled to end.	Matters/Calendar/End Time

Calendar Appointments by User

This report lists matter and appointment information for each user.

Parameters

Select User(s) – Select a user or multiple users from the Report Parameter Wizard.

From Date – Select the starting date from which all appointments will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all appointments will be retrieved from the Report Parameter Wizard. The default is today’s date.

Fields

Field	Description	Module/Tab/Field
User	The name of the invitee to the appointment.	Matters/Calendar/Invitees
Event Description	The description for the appointment.	Matters/Calendar/Event Description
Matter Name/Number	The name of the matter with the identifier for the matter in parenthesis	Matters/Base Info/Matter Name-Matter Number
Start Date/Time	The date and time the event is scheduled to begin.	Matters/Calendar/Start Time
End Date/Time	The date and time the event is scheduled to end.	Matters/Calendar/End Time

Calendar Tasks by Matter

This report lists task information for all matters within the due date range indicated.

Parameters

Select Matter(s) – Select a matter or multiple matters from the Report Parameter Wizard.

From Date – Select the starting date from which all tasks will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all tasks will be retrieved from the Report Parameter Wizard. The default is today’s date.

Fields

Field	Description	Module/Tab/Field
Matter Name (Number)	The name of the matter with the identifier for the matter in parenthesis	Matters/Base Info/Matter Name-Matter Number
Event Description and Invitees	The description for the appointment and the users invited to the appointment.	Matters/Calendar/Event Description Matters/Calendar/Invitees
Due Date	The date and time the event is scheduled to end (appointments) or is due (tasks).	Matters/Calendar/End Date
Priority	The level of prioritization for the task.	Matters/Calendar/Priority

Calendar Tasks by User

This report lists matter and task information for each user.

Parameters

Select User(s) – Select a user or multiple users from the Report Parameter Wizard.

From Date – Select the starting date from which all tasks will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all tasks will be retrieved from the Report Parameter Wizard. The default is today’s date.

Fields

Field	Description	Module/Tab/Field
User	The name of the invitee to the task.	Matters/Calendar/Invitees
Priority	The level of prioritization for the task.	Matters/Calendar/Priority
Event Description	The description for the appointment.	Matters/Calendar/Event Description
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Matter Number	The identifier assigned to the matter.	Matters/Base Info/Matter Number
Due Date	The date and time the event is scheduled to end (appointments) or is due (tasks).	Matters/Calendar/End Date

Cost by Billing People and Entities by Amount (BOE only)

This report, sorted by amount, lists costs billed by all external entities and players.

Standard Crystal Report provided for use only in SAP Business Objects, since this report uses functionality not available with i-net Clear Reports. The Business Objects version of all standard reports is identified by the abbreviation “BOE” after the report title in the page footer of the report.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Name	The name of the vendor on the invoices.	Invoices/Base Info/Vendor
Sum of Invoiced Amoutns	The total invoiced amount for the vendor within the date range in base currency.	Calculated
Total	The total invoiced for all vendors within the date range.	Calculated

Cost by Billing People and Entities by Name

This report, which is sorted by name, lists costs billed by all external entities and players.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Name	The name of the vendor on the invoices.	Invoices/Base Info/Vendor
Sum of Invoiced Amounts	The total invoiced amount for the vendor within the date range in base currency.	Calculated
Total	The total invoiced for all vendors within the date range.	Calculated

Cost by Legal Section

This report lists all costs in the system associated with each vendor with a graph of the same.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Legal Section	The legal section (such as Litigation) for the matter.	Matters/Base Info/Legal Section
Total Costs	The sum of costs grouped by legal section.	Calculated

Cost by Matter Type

This report lists all costs by matter type, as well a graph of the same.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Matter Type	The classification (such as Contracts/Agreements) of the matter.	Matters/Base Info/Matter Type
Total	The sum of costs grouped by matter type.	Calculated

Cost by Product

This report lists total invoice amounts for each matter sorted by product/service code for a selected date range.

Parameters

Select Products for Report – Select a product or multiple products from the Report Parameter Wizard.

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Product/Service Name	The product or service associated with this matter.	Matters/Base Info/Product- Service
Matter	The name of the matter.	Matters/Base Info/Matter Name
Total Costs for Matter	The sum of all costs for a matter.	Calculated
Total	The sum of all costs for the product/service.	Calculated
Grand Total	The sum of all costs for all products/services.	Calculated

Cost by Vendor

This report lists all costs in the system associated with each vendor with a graph of the same.

Parameters

Select Entity or Entities – Select the vendor or multiple vendors from the Report Parameter Wizard.

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Vendor	The name of the vendor for invoices.	Invoices/Base Info/Vendor
Total Invoiced	The sum of all billed costs for invoices.	Calculated
Adjustments	The sum of all changes to the amount of invoices.	Calculated
Total Due	The amount due for all invoices.	Calculated
Paid	The amount paid for all invoices.	Calculated
Grand Total	The total for each column.	Calculated

Cost by Vendor Total

This report lists all costs in the system associated with all vendors with a graph of the same.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Vendor	The name of the vendor for invoices.	Invoices/Base Info/Vendor
Total Invoiced	The sum of all billed costs for invoices.	Calculated
Adjustments	The sum of all changes to the amount of invoices.	Calculated
Total Due	The amount due for all invoices.	Calculated
Paid	The amount paid for all invoices.	Calculated
Grand Total	The total for each column.	Calculated

Cost over Time

This report graphs costs over the selected time period.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Fields

Field	Description	Module/Tab/Field
Amounts	The total of all invoice costs.	N/A
Dates	The date for invoices.	N/A

Entity Overview

This report lists summary information for an entity.

Parameters

Select Entity or Entities – – Select an entity/person or multiple entities/people from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Name	The full name of the entity.	Entities/Base Info/Name
Short Name	A shortened name for the entity.	Entities/Base Info/Short Name
Status	An indication of whether the entity is active or inactive.	Entities/Base Info/Active
Tax ID	The tax identifier for the entity.	Entities/Base Info/Tax ID
Classification	The type of entity.	Entities/Base Info/ Classification
Line of Business	If the entity is shared with Secretariat, information concerning the purpose of the entity's business.	N/A
Tax Year End	If the entity is shared with Secretariat, the month that the tax year ends.	N/A
Fiscal Year End	If the entity is shared with Secretariat, the month that the fiscal year ends.	N/A
Admin #	Any internal identifier for an entity.	Entities/Base Info/Administration Number
Chargeback Begin Date	The date chargebacks may occur.	Entities/Base Info/Changeback Begin Date
Chargeback Percent	The percentage used to calculate chargebacks.	Entities/Base Info/Chargeback Percent
Changeback Code 1-3	The identifier for the account to be used for chargebacks.	Entities/Base Info/Chargeback Account #
Comments	Any additional information.	Entities/Base Info/Comments
Address Information	Any address information for the entity.	Entities/Contact Info
Contact Information	Any other form of communication for the entity.	Entities/Contact Info
Billing Information	Information concerning billing specific to the entity.	Entities/Billing Info
Documents	Any files uploaded for the entity.	Entities/Documents
Employees	Any employees and positions for the entity.	Entities/Employees

Invoice Detail Report

This report lists detailed information including comments and warnings for selected invoices.

Parameters

Select Invoices – Select the invoice or multiple invoices from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Vendor	The name of the billing entity.	Invoices/Base Info/Vendor
Vendor ID	An identifier for the entity	Entities/Base Info/Entity Number
Tax ID	The tax identifier for the entity.	Entities/Base Info/Tax ID
Invoice Date	The date the invoice was submitted.	Invoices/Base Info/Date
Invoice Status	The status (such as In Process) of the invoice.	Invoices/Base Info/Status
Service Range	The dates that costs are being billed for the invoice.	Invoices/Base Info/Service Start and Service End
Payment Method	The payment terms (such as Cash) for the vendor.	Invoices/Base Info/Payment Method
Invoice #	An identifier for the invoice.	Invoices/Base Info/Invoice #
Original Invoice Amt	The amount that the vendor is billing to the company.	Invoices/Base Info/Total Billed
Total Adjustments	Any changes to the amount of the invoice that have been entered manually as adjustments.	Invoices/Base Info/Total Adjustments Billed
Adjustments	N/A	N/A
Discounts	The amount of all matter-specific invoice-level discounts or all discount line items that will be added to the dollar amount of the invoice	Invoices/Base Info/Total Discounts Billed
Conversion Rate	The rate used to convert the amount of the invoice to the currency type of the company.	Invoices/Base Info/Conversion Rate
Adjusted Invoice Amt	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base
Purchase Order #	An identifier for the purchase order.	Invoices/Base Info/Purchase Order #
Matter	The name of the matter associated with an invoice.	Invoices/Matter/Matter Name
Matter No	The identifier for the matter.	Invoices/Matter/Matter No
Expense	Information concerning a line item classified as an expense.	Invoices/Matter/Invoice Detail
Disbursement	Information concerning a line item classified as a disbursement.	Invoices/Matter/Invoice Detail
Fee	Information concerning a line item classified as a fee.	Invoices/Matter/Invoice Detail
Other Adjustments	Information concerning any manually applied adjustments to the invoice.	Invoices/Matter/Invoice Detail
Invoice Level Discount	Information concerning any invoice-level discounts applied to the invoice.	Invoices/Matter/Invoice Detail
Matter Total	The amount being invoiced for a particular matter in the entity’s base currency if different than the billed currency.	Invoices/Matter/Adjusted Base
Timekeeper Summary	Information concerning the professional billing on the invoice.	Invoices/Matter/Invoice Detail/Professional
Recap of Phase/Task Codes	Information concerning the phases/tasks being billed.	Invoices/Matter/Invoice Detail
Recap of Activity Codes	Information concerning the activity codes being billed.	Invoices/Matter/Invoice Detail
Recap of Expense Codes	Information concerning the expense codes being billed.	Invoices/Matter/Invoice Detail
Allocations	Information concerning any allocations for the invoice.	Invoices/Matter/Invoice Allocation
Approver/Reviewer	Information concerning any approvers/reviewers of the invoice.	Invoices/Matter/Invoice Approval
Total	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base

Invoice Recap Report

This report lists transaction summary information for selected invoices including recaps by phase code, task code, activity code, and expense code. Allocations and approvals are listed at the end of the report.

Parameters

Select Invoices – Select the invoice or multiple invoices from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Vendor	The name of the billing entity.	Invoices/Base Info/Vendor
Vendor ID	An identifier for the entity	Entities/Base Info/Entity Number
Tax ID	The tax identifier for the entity.	Entities/Base Info/Tax ID
Invoice Date	The date the invoice was submitted.	Invoices/Base Info/Date
Invoice Status	The status (such as In Process) of the invoice.	Invoices/Base Info/Status
Service Range	The dates that costs are being billed for the invoice.	Invoices/Base Info/Service Start and Service End
Payment Method	The payment terms (such as Cash) for the vendor.	Invoices/Base Info/Payment Method
Invoice #	An identifier for the invoice.	Invoices/Base Info/Invoice #
Original Invoice Amt	The amount that the vendor is billing to the company.	Invoices/Base Info/Total Billed
Total Adjustments	Any changes to the amount of the invoice that have been entered manually as adjustments.	Invoices/Base Info/Total Adjustments Billed
Adjustments	N/A	N/A
Field	Description	Module/Tab/Field
Discounts	The amount of all matter-specific invoice-level discounts or all discount line items that will be added to the dollar amount of the invoice	Invoices/Base Info/Total Discounts Billed
Conversion Rate	The rate used to convert the amount of the invoice to the currency type of the company.	Invoices/Base Info/Conversion Rate
Adjusted Invoice Amt	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base
Total Fees	The sum of all fees for the invoice.	Calculated
Total Expenses	The sum of all expenses for the invoice.	Calculated
Matter	The name of the matter associated with an invoice.	Invoices/Matter/Matter Name
Matter No	The identifier for the matter.	Invoices/Matter/Matter No
Expense	Information concerning a line item classified as an expense.	Invoices/Matter/Invoice Detail
Disbursement	Information concerning a line item classified as a disbursement.	Invoices/Matter/Invoice Detail
Fee	Information concerning a line item classified as a fee.	Invoices/Matter/Invoice Detail
Other Adjustments	Information concerning any manually applied adjustments to the invoice.	Invoices/Matter/Invoice Detail
Invoice Level Discount	Information concerning any invoice-level discounts applied to the invoice.	Invoices/Matter/Invoice Detail
Matter Total	The amount being invoiced for a particular matter in the entity’s base currency if different than the billed currency.	Invoices/Matter/Adjusted Base
Timekeeper Summary	Information concerning the professional billing on the invoice.	Invoices/Matter/Invoice Detail/Professional
Recap of Phase/Task Codes	Information concerning the phases/tasks being billed.	Invoices/Matter/Invoice Detail
Recap of Activity Codes	Information concerning the activity codes being billed.	Invoices/Matter/Invoice Detail
Recap of Expense Codes	Information concerning the expense codes being billed.	Invoices/Matter/Invoice Detail
Allocations	Information concerning any allocations for the invoice.	Invoices/Matter/Invoice Allocation
Approver/Reviewer	Information concerning any approvers/reviewers of the invoice.	Invoices/Matter/Invoice Approval
Total	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base

Invoice Status Report

This report lists the invoices, grouped by status, for a specified date range.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Status	The status (such as In Process) of the invoice.	Invoices/Base Info/Status
Invoice Date	The date the invoice was submitted.	Invoices/Base Info/Date
Firm Name	The name of the billing entity.	Invoices/Base Info/Vendor
Invoice Number	An identifier for the invoice.	Invoices/Base Info/Invoice #
Invoice Amount	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base
Total	The sum of all invoices with the same status.	Calculated
Grand Total	The sum of all invoices.	Calculated

Invoice Summary Report

This report lists a summary of information for selected invoices. This report is an abbreviated version of the Invoice Detail report.

Parameters

Select Invoices – Select the invoice or multiple invoices from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Vendor	The name of the billing entity.	Invoices/Base Info/Vendor
Vendor ID	An identifier for the entity	Entities/Base Info/Entity Number
Tax ID	The tax identifier for the entity.	Entities/Base Info/Tax ID
Invoice Date	The date the invoice was submitted.	Invoices/Base Info/Date
Invoice Status	The status (such as In Process) of the invoice.	Invoices/Base Info/Status
Service Range	The dates that costs are being billed for the invoice.	Invoices/Base Info/Service Start and Service End
Payment Method	The payment terms (such as Cash) for the vendor.	Invoices/Base Info/Payment Method
Invoice #	An identifier for the invoice.	Invoices/Base Info/Invoice #
Original Invoice Amt	The amount that the vendor is billing to the company.	Invoices/Base Info/Total Billed
Total Adjustments	Any changes to the amount of the invoice that have been entered manually as adjustments.	Invoices/Base Info/Total Adjustments Billed
Adjustments	N/A	N/A
Discounts	The amount of all matter-specific invoice-level discounts or all discount line items that will be added to the dollar amount of the invoice	Invoices/Base Info/Total Discounts Billed
Conversion Rate	The rate used to convert the amount of the invoice to the currency type of the company.	Invoices/Base Info/Conversion Rate
Adjusted Invoice Amt	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base
Purchase Order #	An identifier for the purchase order.	Invoices/Base Info/Purchase Order #
Matter	The name of the matter associated with an invoice.	Invoices/Matter/Matter Name
Matter No	The identifier for the matter.	Invoices/Matter/Matter No
Expense	Information concerning a line item classified as an expense.	Invoices/Matter/Invoice Detail
Disbursement	Information concerning a line item classified as a disbursement.	Invoices/Matter/Invoice Detail
Fee	Information concerning a line item classified as a fee.	Invoices/Matter/Invoice Detail
Other Adjustments	Information concerning any manually applied adjustments to the invoice.	Invoices/Matter/Invoice Detail
Invoice Level Discount	Information concerning any invoice-level discounts applied to the invoice.	Invoices/Matter/Invoice Detail
Matter Total	The amount being invoiced for a particular matter in the entity’s base currency if different than the billed currency.	Invoices/Matter/Adjusted Base
Allocations	Information concerning any allocations for the invoice.	Invoices/Matter/Invoice Allocation
Approver/Reviewer	Information concerning any approvers/reviewers of the invoice.	Invoices/Matter/Invoice Approval
Total	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base

Law Firm/Vendor Selection Report

This report lists entities and the matters for which each entity has been evaluated, based on geographical location, matter type, and entity classification. If the entity has individual employees that have been evaluated, a separate evaluation will appear in the report for each employee that has been evaluated.

Parameters

Select State – Select the state from the Report Parameter Wizard.

Select Country – Select the country from the Report Parameter Wizard.

Select Matter Type – Select the classification for the matter, such as Advice, Personal Injury, or Product Liability.

Entity Classification – Select the classification for the entity. Multiple classifications can be indicated by selecting an entity type and clicking Add. The default is to return entities of all entity classifications (indicated by the “ALL” text).

Fields

Field	Description	Module/Tab/Field
Firm Name	The name of the entity.	Entities/Base Info/Entity Name
Classification	The type of entity, such as Vendor or Outside Law Firm.	Entities/Base Info/ Classification
Entity Status	An indication of whether the entity is active or inactive.	Entities/Base Info/Active
Matter Name	The name of the matter for which the entity is being evaluated.	Entities/Evaluations/Matter Name
Matter Status	The current status (such as Active or Closed) of the matter.	Matters/Base Info/Matter Status
Role	The function of the player for the matter.	Matters/Player/Role
Dates	The Start and End dates of this player record.	Matters/Player/Start Date Matters/Player/End Date
Contact	The main contact for the client for the matter. The player assigned a role of “Primary Client Contact” will be returned for a matter.	Matter/Base Info/Primary Client Contact
Name	If an entity is being evaluated, the name of the entity. If a person is being evaluated, the name of the person being evaluated.	Entities/Base Info/Entity Name People/Base Info/First Name and People/Base Info/First Name
Rate (in parentheses)	If a person is being evaluated, the billing rate for the person’s player record on this matter.	Matter/Player/Billing Rate
Rate Type (in parentheses)	If a person is being evaluated, the method (such as Hourly Rate) by which the player submits invoices for the matter.	Matters/Player/Billing Method
Rating	Information concerning performance evaluations about the entity.	Entities/Evaluations/ Evaluation Rating
Evaluator	The name of the person evaluating the performance.	Entities/Evaluations/Evaluator
Dates	The Start and End dates of this player record.	Matters/Player/Start Date Matters/Player/End Date
Contact	The main contact for the client for the matter. The player assigned a role of “Primary Client Contact” will be returned for a matter.	Matter/Base Info/Primary Client Contact
Name	If an entity is being evaluated, the name of the entity. If a person is being evaluated, the name of the person being evaluated.	Entities/Base Info/Entity Name People/Base Info/First Name and People/Base Info/First Name
Rate (in parentheses)	If a person is being evaluated, the billing rate for the person’s player record on this matter.	Matter/Player/Billing Rate
Rate Type (in parentheses)	If a person is being evaluated, the method (such as Hourly Rate) by which the player submits invoices for the matter.	Matters/Player/Billing Method
Rating	Information concerning performance evaluations about the entity.	Entities/Evaluations/ Evaluation Rating
Evaluator	The name of the person evaluating the performance.	Entities/Evaluations/Evaluator
Date	The date of the evaluation.	Entities/Evaluations/Evaluation Date
Comments	Any comment concerning the evaluation.	Entities/Evaluations/Evaluation Comments

Matter Accrual Report

This report lists any matters requiring accruals that do not have a designated primary vendor contact or for which the contact does not have a primary e-mail address. After running this report, correct any missing primary vendor contacts and/or missing e-mail addresses.

This report should be run prior to sending out a request for matter accruals so that the notifications are sent to the correct primary vendor contact’s e-mail address. Failure to do so could result in a non-deliverable email to the vendor.

Parameters

None.

Fields

Field	Description	Module/Tab/Field
Matter Number	The identifier for the matter that is missing accrual information.	Invoices/Matter/Matter No
Matter Name	The name of the matter that is missing accrual information.	Matters/Base Info/Matter Name
Accrual Contact	The name of the primary vendor contact who does not have a primary e-mail address.	Matters/Player/Player

Matter by Resources

This report lists the matters handled by internal resources, as well as the matters handled by outside counsel.

Parameters

None.

Fields

Field	Description	Module/Tab/Field
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Matter Type	The classification (such as Contracts/Agreements) of the matter.	Matters/Base Info/Matter Type
Total Matters	The total number of matters.	Calculated

Matter Damages

This report graphs matter damages for all matters in the system.

Parameters

None.

Fields

Field	Description	Module/Tab/Field
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Entity	The party making the claim.	Matters/Damages/Party
Compensatory	Any monetary compensatory damages.	Matters/Damages/Compensatory
Punitive	Any monetary punitive damages.	Matters/Damages/Punitive
Other	Any monetary damages that are not compensatory and punitive.	Matter Damages/Other
Total Damages	The sum of all damages for a matter.	Calculated

Matter Evaluation and Status Report

This report lists matter details including financial information, progress notes, players, and related matters.

Parameters

Select Matter(s) – Select a matter or multiple matters from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Matter Number	The identifier assigned to the matter.	Matters/Base Info/Matter Number
File Number	The identifier for the file associated with the matter.	Matters/Base Info/File Number
Law Area	The area of law associated with this matter.	Matters/Base Info/Law Area
Law Subarea	A sub-classification within the area of law.	Matters/Base Info/Law Subarea
Matter Type	The classification (such as Contracts/Agreements) of the matter.	Matters/Base Info/Matter Type
Legal Section	The legal section (such as Litigation) for the matter.	Matters/Base Info/Legal Section
Date Opened	The date the matter was created.	Matters/Base Info/Open Date
Target Date	The date the matter should be resolved.	Matters/Base Info/Target Date
Region	A user-defined area applicable to the matter.	Matters/Base Info/Region
Product/Service	The product or service associated with this matter.	Matters/Base Info/Product- Service
Litigated	An indication of whether the matter is being litigated.	Matters/Base Info/Litigated
Insured	An indication of whether the matter has insurance coverage.	Matters/Base Info/Insured
Budgeted	An indication of whether the matter has a budget.	Matters/Base Info/Budgeted
Matter Description	The name of the matter in its entirety.	Matters/Base Info/Long Matter Name
Assigned Staff	Information concerning the entities/people who have been assigned a player type of “Assigned Staff”.	Matters/Player
Business Units	Information concerning the entities that have been assigned a player type of “Business Units”.	Matters/Player
Billing Parties	Information concerning the entities/people who have been assigned a player type of “Billing People and Entities”.	Matters/Player
Other Players	Information concerning the entities/people who have been assigned a player type of “Other”.	Matters/Player
Custom	Any custom fields that appear in the Matters module.	Matters
Dispute Information	Any court and judge information, including the statute of limitations.	Matters/Dispute
Reserves	Any funds set aside in a case or claim, based on the assessed liability of the company involved.	Matters/Reserves
Exposure	The assessed risk of a matter.	Matters/Exposure
Recovery	Any recovery or reimbursements of a matter's costs, or settlement/judgments paid to the company by third parties (e.g., insurance companies or co-defendants).	Matters/Recovery
Costs	Any costs associated with a matter entered in the Invoices module.	Matters/Costs
Calendar	Any matter-specific calendar items.	Matters/Calendar
Related Matters	Any other matters that have a connection to the current matter.	Matters/Related
Progress Notes	Any comments related to a matter.	Matters/Progress Notes

Matter Obligations

This report lists tasks for each matter that do not have end dates, or a 100 percent completion percentage.

Parameters

None.

Fields

Field	Description	Module/Tab/Field
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Status	The current status (such as Active or Closed) of the matter.	Matters/Base Info/Matter Status
Law Area	The area of law associated with this matter.	Matters/Base Info/Law Area
Law Subarea	A sub-classification within the area of law.	Matters/Base Info/Law Subarea
Type	The classification (such as Contracts/Agreements) of the matter.	Matters/Base Info/Matter Type
Remaining Obligations	Any open tasks associated with the matter that are incomplete.	Matters/Calendar/Subject
Due	The date and time the event is due.	Matters/Calendar/End Date
Priority	The level of prioritization for the task.	Matters/Calendar/Priority

Matter Review

This report lists high-level summary information about the selected matter(s).

Parameters

Select Matter(s) – Select a matter or multiple matters from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Matter Name (Number)	The name of the matter with the identifier for the matter in parenthesis	Matters/Base Info/Matter Name-Matter Number
Law Area	The area of law associated with this matter.	Matters/Base Info/Law Area
Law Subarea	A sub-classification within the area of law.	Matters/Base Info/Law Subarea
Matter Type	The classification (such as Contracts/Agreements) of the matter.	Matters/Base Info/Matter Type
Age	The amount of time the matter has been open.	Calculated
Comments	Any additional comments about the matter.	Matters/Base Info/Comments
Assigned Staff	Information concerning the entities/people who have been assigned a player type of “Assigned Staff”.	Matters/Player
Chronology	Any progress notes for the matter.	Matters/Progress Notes
Requested/Actual Damages	Any compensatory and punitive damages, monetary and non- monetary, throughout the life of the matter.	Matters/Damages
Recovery	Any recovery or reimbursements of a matter's costs, or settlement/judgments paid to the company by third parties (e.g., insurance companies or co-defendants).	Matters/Recovery

Other Invoices for this Matter

This report lists all invoices associated with each matter for the specified invoice date and date range. Tab- specific for the Invoice Approval page.

Parameters

Select Matter(s) – Select a matter or multiple matters from the Report Parameter Wizard.

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Invoice Number – Select an invoice or multiple invoices from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Matter	The name of the matter.	Matters/Base Info/Matter Name
Vendor	The name of the billing entity.	Invoices/Base Info/Vendor
Invoice Number	An identifier for the invoice.	Invoices/Base Info/Invoice #
Invoice Date	The date the invoice was submitted.	Invoices/Base Info/Date
Original Invoice Amt	The amount that the vendor is billing to the company.	Invoices/Base Info/Total Billed
Adjustments	Any changes to the amount of the invoice that have been entered manually as adjustments.	Invoices/Base Info/Total Adjustments Billed
Adjusted Invoice Amt	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base
Status	The status (such as In Process) of the invoice.	Invoices/Base Info/Status
Total	The sum of all columns for all invoices per vendor.	Calculated
Grand Total	The sum of all columns for all invoices.	Calculated

Other Invoices for this Vendor

This report lists all invoices associated with each vendor for the specified invoice date and date range. Tab- specific for the Invoice Approval page.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Invoice Number – Select an invoice or multiple invoices from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
Vendor	The name of the billing entity.	Invoices/Base Info/Vendor
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Invoice Number	An identifier for the invoice.	Invoices/Base Info/Invoice #
Invoice Date	The date the invoice was submitted.	Invoices/Base Info/Date
Original Invoice Amt	The amount that the vendor is billing to the company.	Invoices/Base Info/Total Billed
Adjustments	Any changes to the amount of the invoice that have been entered manually as adjustments.	Invoices/Base Info/Total Adjustments Billed
Adjusted Invoice Amt	The amount (in the entity’s base currency) that the vendor is billing to the company after any taxes have been applied.	Invoices/Base Info/Adjusted Base
Status	The status (such as In Process) of the invoice.	Invoices/Base Info/Status
Total	The sum of all columns for all invoices per matter.	Calculated
Grand Total	The sum of all columns for all invoices.	Calculated

Outside Counsel Selection Expert (BOE Only)

This report assists in the selection of outside counsel by providing a performance profile on all attorneys in the eCounsel system with the necessary expertise that practice in the appropriate jurisdiction.

Standard Crystal Report provided for use only in SAP Business Objects, since this report uses functionality not available with i-net Clear Reports. The Business Objects version of all standard reports is identified by the abbreviation “BOE” after the report title in the page footer of the report.

Parameters

Select a Signature – Select the person whose name will appear on the signature line from the Report Parameter Wizard.

Please Select a Matter – Select the matter or matters from the Report Parameter Wizard.

Please enter a State Province – Enter the name of the state or province that will appear on the report.

Please enter a Country – Enter the name of the country that will appear on the report.

Please enter Area of Expertise – Enter the area of expertise that will appear on the report.

Person Overview

This report lists summary information for a person.

Parameters

Person – Select a person or multiple people from the Report Parameter Wizard.

Fields

Field	Description	Module/Tab/Field
First Name	The given name of the person.	People/Base Info/First Name
Middle Name	The middle name of the person.	People/Base Info/Middle Name
Last Name	The surname of the person.	People/Base Info/Last Name
Nickname	A shortened name for the person.	People/Base Info/Nickname
SSN#	The Social Security Number of the person.	People/Base Info/SSN
Admin #	An identifier for the person.	People/Base Info/Admin Number
Status	An indication of whether the person is active or inactive.	People/Base Info/Active
Birth Date	The date of birth.	People/Base Info/Birth Date
Death Date	The date of death.	People/Base Info/Death Date
DL #	The person's Driver's License number	People/Base Info/DL Number
Gender	The gender (Male or Female) of the person.	People/Base Info/Gender
Race/Ethnicity	An indication of the person's genetic heritage.	People/Base Info/Race- Ethnicity
Spouse	The name of the person's spouse.	People/Base Info/Spouse
Secretary	The name of the person's secretary.	People/Base Info/Secretary
Address Information	Information concerning Address records entered for the person.	People/Contact Info
Contact Information	Information concerning Communication records entered for the person.	People/Contact Info
Documents	Information concerning documents attached to the person record.	People/Documents
Related Matters	Information concerning matters for which the person has been assigned as a player.	People/Related Matters
Evaluations	Information concerning job performance evaluations about the person.	People/Evaluations

Phase Cost by Vendor

This report lists the costs for each vendor with drill-down to costs per phase.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Vendor	The name of the billing entity.	Invoices/Base Info/Vendor
Phases Costs	The sum of all invoices from the billing entity.	Calculated
Grand Total	The sum of all invoices from all billing entities.

Progress Notes by Date

This report lists progress notes for the selected date range.

Parameters

Matters – Select a matter or multiple matters from the Report Parameter Wizard.

From Date – Select the starting date from which all progress notes will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all progress notes will be retrieved from the Report Parameter Wizard. The default is today’s date.

Fields

Field	Description	Module/Tab/Field
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Matter Number	The identifier assigned to the matter.	Matters/Base Info/Matter Number
Date	The date assigned to the progress note.	Matters/Progress Notes/Document Date
Note	The text entered as a comment for the progress note.	Matters/Progress Notes/Comments

Staff Workload

This report lists the number of matters on which each member of the staff is working. Drill-down on staff member and matter type.

Parameters

None.

Fields

Field	Description	Module/Tab/Field
Staff Member	The name of the entity/person who has been assigned a player type of “Assigned Staff”.	Matters/Player/Player
Number of Active Matters	The number of matters that are active and assigned to staff member.	Calculated

Total Cost by Matter

This report lists the amount spent on matters for a specified date range sorted by matter type.

Parameters

From Date – Select the starting date from which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

To Date – Select the ending date to which all costs will be retrieved from the Report Parameter Wizard. The default is today’s date.

Use Invoice Date – Click to select the Date field on the Invoices Base Info tab as the date for the invoice.

Use Invoice Received Date – Click to select the Received field on the Invoices Base Info tab as the date for the invoice.

Use Service Start Date – Click to select the Service Start field on the Invoices Base Info tab as the date for the invoice.

Fields

Field	Description	Module/Tab/Field
Matter Type	The classification (such as “Contracts/Agreements”) of the matter. This report is grouped by matter type.	Matters/Base Info/Matter Type
Matter Name	The name of the matter.	Matters/Base Info/Matter Name
Matter Number	The identifier assigned to the matter.	Matters/Base Info/Matter Number
Total Cost for Matter	The sum of all invoices for a matter.	Calculated
Total Cost for Matter Type	The sum of all matter costs for a matter type.	Calculated
Grand Total	The sum of all costs for all matters.	Calculated