Article ID: 7339

Listing all Matter Totals in a Single Report

Run the Client Summary to list all matter totals in a single report.

Take the following steps to list all matter totals 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. Leave all other boxes on the Common, Matter, and Other tabs at their default values.
  6. Click OK to generate the report.