Advanced Matter Creation Report

Overview

For Legal Pro and Enterprise plan users, the Matter Creation report shows all matters created within a given date range. Use it to track new matter intake across the firm, or to confirm which matters were opened in a given period.

Accessing the Matter Creation Report

1. Go to the Reports tab.
2. Select the Advanced tab.
3. Scroll or search for “Matter Creation.” If searched, look for the result with the Advanced badge next to it.
4. Click Open.

Using Filters

The Matter Creation Report opens with these filters:

• Date: choose a preset range (e.g. Today, This Month, This Year) or a Custom Range. Defaults to This Year.
• Client
• Matter
• Account Manager
• Assigned To

Click Filters to add more: Matter Type, Matter Due Date and Matter Status.

If your firm is on the Enterprise plan, any custom fields you've configured are also available here as additional filters. Custom field availability is contextual to the report; only fields for the record types actually included in this report will appear. For example, invoice custom fields won't show up as filters on a report that doesn't include invoice data.

Once you land on a combination you'll use again, click Save Filters to to mark it as a favorite, making it accessible from the Favorites report category.

Running the Report

Set your filters and click Run Report. The grid below updates with matters created in the selected date range. If it comes back empty, check your date range first, that's the most common reason a report shows nothing.

Understanding the Report Grid

Each row is a single matter created in the selected date range. The default columns are:

• Matter Name / Matter ID
• Creation Date
• Matter Status
• Account Manager
• Matter Assigned To
• Matter Type
• Matter Due Date
• Client Name / Client ID
• Billing Method

Customizing the Report Grid

• Columns: click Columns to show or hide any of the fields above, plus other available columns beyond the defaults listed here.
  • Enterprise plan firms will also see the same custom fields available here as additional columns, following the same contextual rule as the filters above.
• Reordering and resizing: drag column headers to rearrange them, or drag column borders to resize.
• Sorting: click a column header to sort by that field; click it again to reverse the order.
• Group By: click Group By and choose one or more fields — Month, Account Manager, Matter Type, and Matter Status. Each grouping level adds a subtotal row, and Collapse folds every group down to just its subtotal.
• Page size: the items-per-page menu at the bottom controls how many rows show at once (100 by default, up to 1000), with page controls next to it for the rest.

Exporting the Report

Click Export and choose Export to Excel to download the current view.

Tips & Common Use Cases

• Run this at the end of each month or quarter to track new matter growth over time.
• Group by Matter Type to see which practice areas are generating the most new work.
• Group by Account Manager or Assigned To to see how new matters are distributed across your team.
• Compare against the Matter Details report when you need billable time and amounts, not just intake counts.

Related Articles

• Advanced Reporting (overview)