Client/Matter Listing by Major Client |
| The Client/Matter Listing by Major Client Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document. |
Report Description |
| The Client/Matter Listing by Major Client Report can be generated for a user specified range of Major Clients, and can be sorted either Alphabetically or Numerically. The report displays the following for each Major Client: Client Number and Name, Matter Number and Name, Department Number and Description, Bill Entity Number and Name, Date Opened (i.e. for the Matter), and Billable Status for the Matter (i.e. Y/N). This report does not include any financial information. |
| User Parameters |
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Major Client X to X The user must manually enter the unique identifiers defining the range of Major Clients for whom the report will be generated. These fields default to the first and last possible Major Clients (i.e. by default, all Major Clients will be included in the report). Report By |
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Client/Matter Listing by Major Client Report Note: To return to this screen after viewing the sample report, simply click the "Back" button in your browser. |
