Matters, Opportunities, and Engagements

There are two ways to report on InterAction Matters, InterAction Opportunities, and InterAction Engagements:

• Report on a contact and include matter, opportunity, or engagement information
• Report on a list of matters, opportunities or engagements

When including matter, opportunity, or engagement information on a contact report, you can include the current or selected information (for example, the current opportunity or selected opportunities).

• Including the current information includes information for the matter, opportunity, or engagement the user is currently viewing in InterAction. This is useful when printing a report for a contact list (an Opportunity by Contact report for example) and including information like project-specific additional fields.
• Including selected information lets you specify which matters, opportunities, or engagements should be included for each contact. For example, you can include all opportunities for which the contact is the Prospect/Client.

Once you have determined which matters, opportunities, or engagements to include in the report, you can identify the specific information included for each matter, opportunity, or engagement. For example, you can include the opportunity Type, State, and Estimated Fees fields for each opportunity.

When reporting on a list of matters, opportunities, or engagements, you set up an Excel file that determines the specific set of matters, opportunities, and engagements fields to export when a user runs the report.

For instructions on adding matter, opportunity, or engagement information to a contact report, or creating a report that can be run on a list of matters, opportunities, or engagements, see the guide for the Related Module.

For information on creating a contact report, see New Contact Report.