How do I report on matters by referral source?

Use the Matter Staff & Referrals report:

1. Open Reports from the top-right avatar menu.
2. Select Matter Staff & Referrals.
3. Click Preview to see the first 50 matters, or Excel Download for the full list.

The report lists every matter with its file number, name, case status, key dates, and assigned staff. It has three referral columns, because referrals can be recorded in three places:

• the matter’s own referral source field
• any referring parties on the matter’s party list
• referral sources on any settlements for the matter

To see only certain referral sources, filter the downloaded Excel file.