Generating Matter Reports

Click here for a summary of Matter reports.

1. To see all of the client-matter reports, select Reports > Matter OR select Matters > Matter Reports.
   
   To see only the accounts receivable reports, select Billing > Accounts Receivable Reports OR select Reports > Accounts Receivable.

2. The Client/Matter Reports window appears. Highlight the report you want to generate.
   
   

3. Report criteria specific to the selected report appears to the right in the window. Complete the criteria for the report.

4. Under Destination, select whether you want to preview or print the report, print the report to a file, or email the report.

5. Click Preview, Print, File, or Email (depending on what you chose for print destination).