Generate Client Matter Code Reports
Only CAR administrators can generate the Client Matter Code report. You can generate a report that shows the origination (calling number), destination (called number), origination date time (the date and time that the call originated), duration (call duration in seconds), and the call classification that relates to each CMC.
The following procedure describes how to generate a report that shows the usage of specific client matter codes.
The Call Details for Client Matter Code window displays a list of all client matter codes that are configured in the system.
In the List of Client Matter Codes box, choose the codes that you want included in the report.
To add the chosen code(s) to the Selected Client Matter Codes box, click the down arrow.
The report will include all codes, for which data is available, that are listed in this box.
In the From Date and To Date pull-down list boxes, enter the date range of the period for which you want to see Client Matter Code information.
If you want the report in CSV format, choose CSV (comma separated value) in the Report Format area. Be aware that the CSV-format report is limited to 20,000 records. If you want the report in PDF format, choose PDF (portable document format) in the Report Format area. Be aware that the PDF-format report is limited to 5000 records.
Click View Report.
The report displays.
If you want to mail the report, click the Send Report button. To send the report, perform the procedure that is described in Mail Reports.