Answer
Nov 17, 2016 - 07:53 AM
To get a list of matters of matters, mouse over the Navigation Panel click Reports then Report List, and click the Matters Report link. The report can be as basic or detailed as you require. For a basic report you may wish to simply add the matter name. To do that, click Add Fields and Select next to Short Matter Name under the COMMON REPORT FIELDS section. If you wish to determine if the matter is open or closed you can either filter for said type or add the field: Matter: Open/Closed. Once configured, click the Run button.
