Matter Synopsis Report

The Matter Synopsis report shows linked data sorted by date under each matter, so day by day you see a listing of notes, events and documents. You can review recent history as well as future events at a glance. This report is often run for a single matter, and is particularly useful for getting up to speed on its current status. This view is also available for a Names report.

To run the report:

1. Select File > Reports > Matters. The Report Control window appears.

2. Click Report. The Report List window appears.

3. Highlight Matter Synopsis and click Done.

4. Click Print to run the report.

5. A prompt appears for a date range. Enter the earliest and latest dates for the events, notes and documents you want listed and click Done.