Matters report (legacy)

Caution

The V1 matters report will soon be phased out in favour of our more powerful V2 Matters report. Any previously saved V1 matters reports that haven’t been migrated will be automatically converted to the new matters report for you. We strongly recommend migrating it yourself now instead, while there’s time to check it over.

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

Building the Matters Report

1. Change the reporting timeframe using the calendar iconin the right hand corner
2. Select the Matter Template you wish to report on from the first dropdown list
3. Choose which stakeholder group you wish to report on from the second dropdown list

Note

Data from the first contact in this group on your matters will be included.

4. Select ‘AND Condition’ to filter the data by:
5. The matter’s reference containing specific text
6. The matter’s current state being set as Lead, Open, Completed, Aborted or Archived
7. A matter’s state being marked as Lead, Open, Completed, Aborted or Archived within the selected timeframe

Tip

To report on a matter being marked as Closed, please use the V2 Matters report.

4. Matters assigned to a particular Fee earner
5. Matters assigned to a particular Team
6. Matters with a particular account figure

Note

This requires use of the InTouch accounts functionality. For further information, contact support@intouch.cloud.

7. Matters with a completed or outstanding task
8. Matters with a custom field matching a particular value
9. Matters with stakeholder data matching a particular value

Tip

You can apply as many filters as needed.

5. Select ‘Reference’ to choose the data points that should be included in the report
6. Use the search bar to find specific data points or select from the following groups: 1. Default: data provided by the InTouch system 2. Accounts: data from the accounts on the matter

   Note

   This requires the use of the accounts functionality. For further information please contact support@intouch.cloud.

3. **Contact ...:** data from the chosen stakeholder's [contact card](https://help.intouch.cloud/article/t2u463d5ok-contacts)

4. **Matter ...:** data from the chosen matter template's [custom fields](https://help.intouch.cloud/article/cdmjr30p7p-custom-fields)
5. **Task:** data on the time and date of task completions

6. Run Report

Tip

“Run Report in V2” to transfer your existing report into our new, more powerful version of the original matters report.

Note

Save the report’s configuration so it can be easily accessed moving forwards.

Understanding the Matters Report

The table provides the requested data for each applicable matter.

Use the arrows to navigate through additional pages of data.

Select the page numbers to change the amount of data on display.

Note

If a matter’s data displays a lock symbol, this means the matter belongs to another team and isn’t available to view.

Tip

E xport this data to a .csv file to perform further analysis.