Reports - Most Recent Things Done on a Case

Case Data > Matter Last Service

This is the most recent timeslip, and yes, we know it is a confusing name.

Case Data > Most Recent Case Status Update

Includes a lookup subtable for the Case Status, the Date Changed field, a subtable to get the Note body and subject, and so much more.

Case Data > Most Recent Note Time

  • NB: Fields from this subtable can make a report quite slow. If you only need the "days since" number, use the much faster to load field "Days Since Most Recent Note" available directly on the Case Data table.
  • NB2: All of these fields only look at "true case notes", which does not include notes you see in the Case Notes list like Timekeeping notes.

Case Data > Most Recent Service

Service/phase records, not timeslips.

Case Data > Activity (Latest)

Warning: pulling fields from this subtable can make a report slow to load. (Ref: 87135)

Also see: The "Cases/Matters Days Since Most Recent Note, Timeslip, Activity, or Service" report on the Example Reports page.

Similar-ish: Case Data > Matter Has An Incomplete Task > Incomplete Task List

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