The Filing Activity by Client report allows the user to run a report on any filing where a user they added a Client Matter Number to it.
View the Filing Activity by Client Screen
Click Reports from the Main Menu at the top.
Then select Filing Activity by Client from the Left Menu.
Filing Activity by Client Overview
This report allows a user to customize their results by: Range Type, Client Matter Number, and Output Type.
The user may choose a Range Type of Current Billing Period or Enter Specific Dates to pick a custom Start Date and End Date.
Client Matter Number
For the report to run, the user must have previously entered a Client Matter Number in an accepted filing. That number will be the one to enter in this field.
The user has a choice of three types of report output: HTML, CSV, or PDF.
The Filing Activity by Client Report
Once the user runs the report, they will find the results for the case filtered by Case Number, Case Name, Bar Id, Filing Id, Envelope Number, Attorney, Submitted By, Accepted Date, Document Type, Document Title, and Total Fees.