DESCRIPTION

This article is written with step-by-step Instructions to run an Open Matters Report without any Closed or Archived Matters.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs

STEPS TO FOLLOW

PART A | Run Matter Details Report

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Matter Details Report (MAMATRPT) program

3. You must select Output Order > Matter Number (under MATTER NUMBER GROUPINGS)

4. Choose required report options

5. You must not tick Include Archived Matters/Include Closed Matters options

6. Click Start Report

PART B | Check Matter Maintenance program to confirm

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Matter Maintenance (MAMATENT) program 

3. In Matter Number field: Select the required Matter 

4. Click on Estimates and Limits option (left pane)

5. Check the Completion Date field's Date (under Estimates and Limits)

NOTE: In Matter Details Report, Date Opened/Date Closed column and Est Complete/Date Archived column show related Dates according to the column names

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com