Report Name

Description

MTR01 Open Matter Count by Vendor

A pie chart that displays all open matters in the system grouped by Vendor, subdivided into Disputes and Transactions. By default, the 15 vendors with the greatest number of disputes and/or transactions will be included in the chart.

This report uses the following fields to gather information:

•Disputes

oFilter Criteria

▪Involved Party.Default Role

oResults Display

▪Involved Party.Contact

▪Involved Party.Dispute

▪Involved Party.Default Category

▪Involved Party.Main Assignee

•Transactions

oFilter Criteria

▪Involved Party.Default Role

oResults Display

▪Involved Party.Contact

▪Involved Party.Transaction

▪Involved Party.Default Category

▪Involved Party.Main Assignee

MTR02 Matter Count by Current Phase

A pie chart that displays distribution of disputes and transaction matters by their current phase.

This report uses the following fields to gather information:

•Disputes

oFilter Criteria

▪Dispute.Current Phase

oResults Display

▪Dispute.Object Link

▪Dispute.Default Category

▪Dispute.Current Phase

▪Dispute.Main Assignee

•Transactions

oFilter Criteria

▪Transaction.Current Phase

oResults Display

▪Transaction.Object Link

▪Transaction.Default Category

▪Transaction.Current Phase

▪Transaction.Main Assignee

MTR03 Open Matter Count by Main Assignee

A pie chart that displays the top 15 assignees by the count of open dispute and transaction matters where each is a main assignee.

This report uses the following fields to gather information:

•Disputes

oFilter Criteria

▪Dispute.Current Phase

▪Dispute.Main Assignee Assigned Date

oResults Display

▪Dispute.Object Link

▪Dispute.Main Assignee

•Transactions

oFilter Criteria

▪Transaction.Current Phase

▪Transaction.Main Assignee Assigned Date

oResults Display

▪Transaction.Object Link

▪Transaction.Main Assignee

MTR04 Matter Count Opened or Closed by Time Period

A column chart that displays the count of matters opened and closed in the selected time period, aggregated by day, month, quarter, or year.

This report uses the following fields to gather information:

•Opened

oFilter Criteria

▪Dispute.Opened On

oResults Display

▪Dispute.Object Link

▪Dispute.Opened On

▪Dispute.Closed On

•Closed

oFilter Criteria

▪Dispute.Closed On

oResults Display

▪Dispute.Object Link

▪Dispute.Opened On

▪Dispute.Closed On

MTR05 Top Disputes Count by Dispute Category

A bar chart that displays the top 15 categories amongst currently open disputes.

This report uses the following fields to gather information:

•Open Disputes

oFilter Criteria

▪Dispute.Current Phase

▪Dispute.Modified On

▪Dispute.Opened On

oResults Display

▪Dispute.Object Link

▪Dispute.Default Category

▪Dispute.Main Assignee

MTR06 Top Transaction Count by Transaction Category

A bar chart that displays the top 15 categories amongst currently open transactions.

This report uses the following fields to gather information:

•Open Transactions

oFilter Criteria

▪Transaction.Current Phase

▪Transaction.Created On

▪Transaction.Modified On

oResults Display

▪Transaction.Object Link

▪Transaction.Default Category

▪Transaction.Main Assignee