Matter Ageing Report

Modified on Tue, 1 Apr at 10:43 AM

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Brief Description

This report shows the average time it takes for matters of a selected matter type to move through each step.

This report displays the step on which a matter currently resides, how many matters are on that step, and how long they have been on that step.

Then, refer to these articles for help generating and saving reports for future use:

Age based on: Choose the date model which should be used to calculate the report:
- Matter Created Date reflects the number of days since the creation of the matter.
- Date moved to current step reflects the number of days since the matter was moved to the current step.
Matter Type: Choose the matter type used for report information. The report can only return results for one matter type at a time.
Group By Participant: When set to None, the report will display a single table that includes data for all matters. When a participant type is specified, there will be individual tables for each participant of that type. For instance, selecting Lawyer will display a table for each participant assigned to a lawyer role in a matter.

Step Name: Shows the name of the step associated with the subsequent row data. (Only steps with at least one matter currently on that step will be displayed.)
Days: Shows the number of items in the given range that have been on the corresponding step. For example, if a step lists the number 4 in the 31-60 column, that means four items have been on this step for 31-60 days.
NOTE: Selecting the linked number in the aging column displays a different view of the report, which shows the individual matters, participants, specific step names, and the time they've been on that step.
Total: Displays the total number of matters on the step associated with the row.

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