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Reports module – Phase 2
Pipeline Summary
| Stage | Count |
|---|---|
| Intake | 1 |
| Docs | 1 |
| Lodged | 0 |
| Decision | 0 |
| Completed | 0 |
| On Hold | 0 |
Based on all published Matters and their current Stage.
Documents Outstanding by Matter
| Matter | Client | Stage | Docs Outstanding | Next Step | Due Date |
|---|---|---|---|---|---|
| Testing Matter – Copy | Nguyen, Linh | Intake | 1 | Medical Record | 21/11/2025 |
| Testing Matter | Nguyen, Linh | Docs | 2 | Request remaining employment docs from client | 21/11/2025 |
Shows only matters with Docs Outstanding greater than 0.
Open Tasks Summary
| Task | Matter | Client | Assignee | Priority | Status | Due Date |
|---|---|---|---|---|---|---|
| Verify CoE | Testing Matter - Copy | Nguyen, Linh | Gorven Salaveria | Low | Open | 26/11/2025 |
Only tasks with Status = "Open".
Invoice Summary
| Invoice | Status | Amount (₱) | Date |
|---|---|---|---|
| Invoice #INV-1028 | unpaid | 1,500.00 | November 19, 2025 |
| Bill 2 | overdue | 2,500.00 | November 19, 2025 |
Totals (for current filter):
Sent: ₱0.00 |
Overdue: ₱2,500.00 |
Paid: ₱0.00 |
Unpaid: ₱1,500.00 |
(All filtered invoices: ₱4,000.00)