Client/Matter Address Listing

The Client/Matter Address Listing 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 Address Listing can be generated for a user specified range of Clients and Matter and can be sorted either by Client number or by Matter Number. The report displays the following for each Client/Matter: Client Number and Name, Matter Number and Name, Address, Phone and Fax Numbers, and Email Address. Information is grouped first by Client and then by Matter.

User Parameters

Client X to X
The user must manually enter the unique identifiers defining the range of Clients for whom the report will be generated. These fields default to the first and last possible Clients (i.e. by default, all Clients will be included in the report).

Matter X to X
The user must manually enter the unique identifiers defining the range of Matters for which the report will be generated. These fields default to the first and last possible Matters (i.e. by default, all Matters will be included in the report).

Report By
From the list provided, the user must select the information to be included in the report. Valid options are to report by the Client List of all Clients in the system (i.e.. all Clients will be included in the report, regardless of file status), or to report by the Open Client List (i.e.. Clients with "Closed" files will not be included in the report). This field defaults to the "ALL" option.

Sort By
From the list provided, the user must select the way in which the report information will be sorted. Valid options are by Client Number or by Matter Number. This field defaults to the Client Number option.