Article ID: 7337

Listing all Matters with a Retainer Balance in a Single Report

Run the Client Summary to list all matters with a general retainer balance in a single report.

Take the following steps to list all matters with a general retainer balance in the Client Summary:

  1. Click Reports, select Client, and Summary... to open the Client Summary window.
  2. Enter a date in the End Date box to show the summary as of that date.
    NOTE: Enter 12/31/2199 in the End Date box to run the report for all dates.
  3. Select Default from the Layout drop-down.
  4. Select Output options.
  5. Click the Other tab.
  6. Click to check the Retainer Balances box under Include Only Matters with.
  7. Leave all other boxes on the Common, Matter, and Other tabs at their default values.
  8. Click OK to generate the report.