Article ID: 8162

Reports that Reconcile to the Matters Opened Summary

The Matters Opened Summary reconciles to several other PCLaw reports. The first column of the following table lists figures on the Matters Opened Summary. The second column provides the report where you can find a number to reconcile to the figure in the first column, and the third column provides the figure that reconciles to the Matters Opened Summary. The last column includes any special conditions that apply to the numbers you reconcile from the first and third columns. Always run both reports with identical dates and parameters.

Figure on the Matters Opened Summary

Report that Reconciles to the Matters Opened Summary

Matching Figure on Report

Conditions Necessary to Reconcile Figures

Introducing

Lawyer WIP, Billing, & Collection Summary

Matters > Introd

reconciles for lawyer and firm for calendar month only

Responsible

Lawyer WIP, Billing, & Collection Summary

Matters > Opened

reconciles for lawyer and firm for calendar month only

Monthly > Responsible Lawyer

List of Clients

Firm Summary > Total Matters

run the List of Clients for an individual responsible lawyer for a single month, or for full calendar months and compile the monthly Firm Totals on the Matters Opened Summary

Monthly > Firm Total Lawyer > Total

List of Clients

Firm Summary > Total Matters

run the List of Clients for a single month, or for full calendar months and compile the monthly Firm Totals on the Matters Opened Summary