How to run a Matter/Names Synopsis Report

This report shows linked data sorted by date under each matter or name, so day by day you see a listing of notes, events and documents. You can review recent history as well as future events at a glance. This report is often run for a single matter or name, and is particularly useful for getting up to speed on the current status of a matter.

1. Click on File > Reports > and then either Names or Matters depending on which report you are going to run.
   
   
   
   
2. Click the Report button in the upper left corner of the window
   
   
   
   
3. Highlight the synopsis report (Matter Synopsis or Name Synopsis)
   
   
   
   
4. Choose your Output source (Printer, Screen, File, Data Merge File)
   
   
   
   
5. Click the Print button.
   
   
   
   
6. A beginning and a End date window will open. Set your dates and then click Done
   
   
   
   
7. You can now print your report.