Skip to main content
Use native Reporting to view resolutions with their individual inbound payments. You need permission to view accounting and settlements within the selected scope.

Create the report in the owning firm

  1. Select the child firm that should own the report, such as your Washington office.
  2. Open Tools → Reporting → New Report.
  3. Choose Resolution Payment History, or Washington WC Historical Payments for the Washington workers’ compensation template.
  4. Name the report clearly. Inspect the data source and filters before running it; the Washington template restricts state and case type.
  5. Add the columns below, choose the intended office scope, and select Run Report.
  6. Verify representative rows against their source resolution/check, then Save.
  7. Use the report’s sharing controls to make it available to the intended team. Have an authorized HQ user open the shared child-owned report and verify the same configuration. Sharing does not grant underlying financial-data permissions.
If a report with the intended name already exists in Saved reports, open and verify it before creating another copy.

Columns for payment history

Understand the rows before exporting

There is one row per linked inbound payment. A resolution without a linked payment retains one row with blank payment fields. Three payments for one resolution therefore produce three rows; an unpaid resolution produces one blank-payment row. Allocation splits do not multiply the payment amount. Several categories may appear in one Fee type cell. Fee type means allocation category, not resolution type or attorney fee percentage. A blank deposit date is missing source data, not zero, today’s date, or the received date. Payment period dates and recurring schedule dates have different meanings; do not substitute one for the other. Use Data notes to find records needing correction.

Prepare a Litify handoff

  1. Confirm with the recipient which identifiers match their cases and payments.
  2. Review office, state, and case-type filters. Keep IDs and Data notes in a review copy.
  3. Compare a paid resolution, a recurring resolution with multiple receipts, and an unpaid resolution to the source records.
  4. Check displayed currency amounts and date formats in the downloaded CSV.
  5. Export using Reporting’s delivery controls. Map the columns to the receiving import template before uploading; this report is not a claim of a validated Litify import format.
  6. Retain the exported file and its filter/date context so later changes can be explained.
Report row counts are not resolution counts. Do not count the blank-payment row as a receipt or sum repeated resolution-level values as if each row were a different resolution.