Top Users – Files Opened Report
Updated Mar 1st, 2021
Who is this guide for?
Accounts Users and Accounts Supervisors
This report shows you your firm’s top 10 members of staff. The top 10 are decided according to the number of matters they have opened.
Filter Options
Fee Earner – Tick this box to select only certain fee earners, or leave unticked for all fee earners.
Work Type – Tick this box to select only certain work types, or leave unticked for all work types
User – Tick this box to select only certain users from your firm, or leave blank for all users.
Date Filters – Enter the date range for the bills you wish to see
Grouping Options
Fee Earner – This leaves the report sorted in order of the user who has opened the highest number of matters, grouped by fee earner.
Work Type – This leaves the report sorted in order of the user who has opened the highest number of matters, grouped by work type.
User – This leaves the report sorted in order of the user who has opened the highest number of matters.
List of columns produced
Client Number
Matter Number
Matter Description
Date Opened
Work Type Code
Fee Earner Code
Totals for User ID number of files opened