The extended properties were added to the Client/Matter Summary Report.

  1. On the toolbar, select New Report.
    The New Report dialog opens.

  2. From the Matter list, select Files.

  3. Under Formats, select Client/Matter Summary Report.

  4. Select OK.

  5. To include the matters created and updated with custom property values, set criteria in the Search Matter form.

  6. Select OK.
    The Client/Matter Summary Report is generated with the extended property values.