Closed Cases – LEX247

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Contents of Report
Report Filters
Notes

This report shows you a list of all closed cases under each Business Unit within the selected period.

When this report is generated, it will look as below.

To expand the image, right-click on the image and click on Open image in new tab.

Contents of Report

This report will show the following information.

Business Unit (Affärsenhet)
Case
- - Each Case line will display the following information.
    - - Case Number
      - Client Name
      - Case Name
List of Case Managers & Participants
- - Each line under the Case line will display the following information.
    - - User Name (Användarnamn)
        
        Name of the Lawyer.
        
        If any, the report will show Acquirers.
      - User Role(s) (Användarroll)
        
        This will list the User's role set on the Case Card; Responsible Lawyer, Executive Lawyer or Invoice Approval Responsible.
      - Open Date (Startdatum)
        
        Date of when the case was accepted.
      - Closed Date (Avslutdatum)
        
        Date of which the case was closed.
      - Closed By (Avslutad av)
        
        User who closed the case.
      - Archive Number (Arkiv nummer)
        
        This will show the archive number (if any) that was set when closing the case.
Business Unit Summation
Total of all Business Unit Summations

Report Filters

This report has a set of standard filters that can be used to further refine the report depending on your criteria. Report filters use the 'and' function, meaning the data that is generated in the report comes back as all true for every selected filter. If the report is empty, try reducing the number of filters selected.

Following filters are available for this specific report.

Period (Closed Date)
By default, it will be pre-selected for the ‘Last 30 days’.

Period (Closed Date), after selecting the start/end date, the report will generate data from when cases were closed within the selected period.

Billing Unit (Resultatenhet)

Billing Unit filter allows you to select a specific billing unit to generate assets for. Being able to select another billing unit will require you to have the 'Access to all Billing Units'-right set in the Control Panel.

If you do not have the right, this will show the billing unit you belong to. The report will then generate assets that belong to your billing unit.

If you have the right, you can select (if any) other billings units if you wish. Selecting a billing unit will generate assets that belong to that billing unit.

Clients (Klienter)

Client filter allows you to select one or more clients to generate assets/data from the drop-down menu. You can search for the client name or number in the field.

The report will generate assets/data based on the client(s) selected. If nothing is selected, then all clients will be included in the report.

Client Managers (Klientansvariga)

Client Managers filter allows you to select a User (lawyer) from the drop-down menu or write in the text box for the specific client manager you wish to select. If nothing is selected, then all client managers will be included.

The report will generate assets/data based on the client manager(s) selected. If nothing is selected, then all client managers will be included in the report.

Case Type (Ärendetyper)

Case Type is the same as Practice Area.

Case Type filter allows you to select one or more case types (practice areas) to generate assets/data for from the drop-down menu, or write in the text box to search for the specific case type (practice area) you wish to select. If nothing is selected, then all case types will be included.

The report will generate assets/data based on the case type(s) (practice areas) selected. If nothing is selected, then all case types (practice areas) will be included in the report.

Case Tags (Ärendetaggar)

Case Tags filter allows you to select one or more case tags from the drop-down menu, or write in the text box for the specific case tag you wish to select. If nothing is selected, then all case tags will be included.

Note: only approved Case Tags (in Control Panel) will display in the drop-down menu.

The report will generate assets/data based on the cae tag(s) selected. If nothing is selected, then all case tags will be included in the report.

Case Status (Ärendestatus)

Case status is the “status” of the case within LEX. There are only three statuses; Open, Closed, Pending Request or Declined Cases.

Open (Öppna)
Selecting this will only generate assets for cases that are currently open (active).
Closed (Avslutat)
Selecting this will only generate assets for cases that have been closed.
Pending Request (Förfrågan pågår)
Selecting this will only generate assets for cases that are still pending.
Declined Cases (Nekade ärendeförfrågningar)
Selecting this will only generate assets for case requests that have been declined.

Case Manager, Executive Lawyer (Ärendeansvarig, Verkställande jurist)

Case Manager, Executive Lawyer filter allows you to select any User that is a Case Manager with the 'Executive Lawyer'-tag set.

The report will generate assets/data based on the case manager(s) selected. If nothing is selected, then all case managers will be included in the report.

Acquirers (Ackvisitörer)

Acquirers filter allows you to select one or more acquirers from the drop-down menu or write in the text box for the specific acquirer you wish to select. If nothing is selected, then all acquirers will be included.

Acquirers are seen and set on the Case Card or Client Card, Details-view.

The report will generate assets/data based on the acquirer(s) selected. If nothing is selected, then all acquirers will be included in the report.

Show additional parameters... (Visa fler filter...)

This will expand the Filters tab to display more report filters that you can use.

For more information on all available report filters, click here.

Notes:

1. You will only have access to this report if you are a User with 'Reporting'-rights.

2. This report shows a list of Closed Cases within the selected period. Therefore, the Case Status filter will not work if 'Open', 'Pending Request', and 'Declined Cases' are selected.