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CommunityIs there a report that allows me to extract all the matter 'details' e.g. Barrister/Counsel, Insurer, Doctor? Even a basic csv file would do so i can them minipulate the data to my needs e.g. a list of all maters being managed by a specific Barrister

Is there a report that allows me to extract all the matter 'details' e.g. Barrister/Counsel, Insurer, Doctor? Even a basic csv file would do so i can them minipulate the data to my needs e.g. a list of all maters being managed by a specific Barrister

Carrie B (Customer) asked a question.

Is there a report that allows me to extract all the matter 'details' e.g. Barrister/Counsel, Insurer, Doctor? Even a basic csv file would do so i can them minipulate the data to my needs e.g. a list of all maters being managed by a specific Barrister

  • Shane L. (LEAP)

    Hi Carrie,

     

    Thank you for submitting your inquiry to the LEAP Community Discussions page.

     

    You can print a PDF copy of the matter details with the Print Icon in the top left corner of the matter. If you would like it in an Excel spreadsheet format, you can explore online PDF to Excel conversion tools.

     

    Thanks,

    Shane

    Expand Post

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Is there a report that allows me to extract all the matter 'details' e.g. Barrister/Counsel, Insurer, Doctor? Even a basic csv file would do so i can them minipulate the data to my needs e.g. a list of all maters being managed by a specific Barrister