Article ID: 7846
Printer FriendlyList of Clients - Other Tab Report Options
The Other Tab on the List of Clients window provides additional report options:
Date Restriction Options
The Other Tab provides the following date restriction options:
- Matter Open Date-Begin - lists matters that you open on or after that date
- Matter Open Date-End - lists matters that you open on or before that date
- Matter Close Date-Begin - lists matters that you close on or after that date
- Matter Close Date-End - lists matters that you closes on or before that date
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Report Filters
The Other Tab provides the following report filters:
- Other Staff
- Referral Type
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Summarize By Options
The Other Tab provides the following Summarize By options:
- Type of Law
- Resp. Lawyer
- Referral Type
NOTE:
The Show Summary Only option is available when you select one of the Summarize By options.
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