Go to DPS Oneoffice, FD module and select Reports.
Select DPS Reports and click on the Matters tab.
The report is called the Matter Balances.
Select your criteria on the report form.
Click Find to select one fee earner initials/name, double click on the initials/name and it appears in the box, By Fee Earner.
Click Run Report.
When the results appear print the report or at the top left select File to choose one of the various export options.
If you are still having issues, please raise a new case online and reference the title of this article.
