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Reports

Matters report

The Matters report allows you to choose specific data points to report on from across your matters and contacts.

Building the Matters Report

Section titled “Building the Matters Report”
  1. (Optional) Report On: filter the results by matters associated with a particular template
  2. (Optional) Including the:
    1. choose the number of stakeholders you wish to include in the report (1 - 4)
    2. choose the stakeholder type or group that you wish to report on
  3. (Optional) + Condition: filter the results by data saved to the matter or contact:
    1. If more than one condition is being applied, choose whether All or Any of the conditions need to be true
    2. Choose the data you wish to filter by, i.e. Created On
    3. Choose the manner in which you wish to filter the data i.e. On or After
    4. Depending on the selection chosen, enter the value you wish to filter against i.e. ‘01/01/2025’
  4. (Optional) + Group: filter the results by an additional set of filters:
    1. Follow steps a-d above
    2. At the top of the condition applicator, choose whether All or Any of the groups need to be true
  5. (Optional) Edit Columns: choose the data that should be included within the report:
    1. Use the search bar to find specific data points or select from the following groups:
      1. Matter: default data provided by the InTouch system
      2. Matter Address: data on the matter’s address
      3. Matter Accounts: data from the accounts on the matter
      4. Matter - Fee Earner: the Fee Earner, their email address and their team
      5. Matter - Assistants: the matter’s assistants, Assistant 1 to 3
      6. Matter - Primary Client: the primary client’s name, phone, email address and organisation. Primary Client Display Name shows the client’s name surname first, such as “Tasker, Harry Renquist”. For a client with no name, such as a company, it shows the organisation name, and failing that the email address. Sorting by it puts your clients in surname order, with companies sorted among the surnames, and a condition on it matches the name as it is shown; choose Contains to match part of it, such as the surname. Primary Client Full Name is blank for a client with no name
      7. Matter - … : any other group starting “Matter - ” holds the matter’s custom fields
      8. Tasks: data on the tasks of a matter, including Tasks Completed %. A matter with no tasks shows a dash instead of 0%; to find these matters, filter on Tasks Completed % with Is Not Set
      9. Time Recording: the value of the matter’s recorded time — WIP, Receivable Raised Time, Free Time and Total Time. See Time recording for what each figure includes
      10. Contact: data from the chosen stakeholder’s contact card, including Display Name. It shows and sorts in the same way as the primary client’s, but can’t be used in a condition and is hidden on a locked matter
      11. Contact - … : any group starting “Contact - ” holds the stakeholder’s custom contact fields
    2. On the right hand side, drag and drop to order the data within the report
    3. Confirm
  6. Run

Excluding matters

Section titled “Excluding matters”

A condition can leave matters out as well as pick them. To exclude a value, choose the negative option when you add the condition:

  • Is Not: the matter’s state, Fee Earner, assigned staff, assistants, team and next milestone
  • Does Not Equal: text and number fields
  • Does Not Contain: text fields
  • Not In Range: date fields
  • Contains None Of: fields where you can choose several options. It returns matters with none of the options listed
  • Is Not Yes and Is Not No: Yes/No fields
  • Is Not Completed and Was Not Completed In Range: tasks

For example, State Is Not Closed returns every matter except closed ones, without a condition for each other state. To exclude several values, add an Is Not condition for each and choose All.

The matter’s Sticky Note holds formatted text, so it offers only Contains, Does Not Contain, Is Set and Is Not Set, and starts on Contains. It is searched as it is saved, with its formatting, so search for a single word rather than a phrase, and avoid symbols and accented letters, such as & or é. It can be used in a condition but not as a column.

Matters where the field is empty are included in the results. For example, Is Not Yes also returns matters where the Yes/No field was never answered.

Understanding the Matters Report

Section titled “Understanding the Matters Report”

The table provides the requested data for each applicable matter.

Use the arrows to navigate through additional pages of data.