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Reports

General Report Information
Time Reports
Accounting Reports
Management Reports
Productivity Reports
Other Miscellaneous Reports
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General Report Information and Suggestions

When working with reports in Case Ace there are a few minor points you should always keep in mind pertaining to report selection and constraining.

In many of the reports it is possible to limit the types of information returned by selecting Constraints. Keep in mind that occasionally the types of constraints which you select will result in reports with no record entries. In the event that this happens try lowering the levels of constraint which you are using and/or try a different type of output report.
There are many different types of reports and ways in which you may select to search for information. To increase efficiency and limit processing time it is best to perform a search by the most closely matched report index to your selection criteria.

Example: While looking to create a report using dates as the only constraint you should search for records by the date index. You should not search for dates by the Matter/Attorney Rank/Attorney/Date index or the Matter/date index.

Note: In the event that you have not selected the proper search index and you wish to cancel a report ,the program may not always exit properly. Please note that when this happens, the user count will become corrupt. If you have exclusive access privileges you can select Data base Maintenance from the utilities menu to correct the user count. If you do not have these privileges you should inform all other users of the need to exit the program. You may then go to the start menu, from the programs list select CA2000W and clear the user count. Should there be any reports which repeatedly experience this problem you should contact the software provider of the report and note it's location so that the problem is corrected.

Buttons on the Report Pages

Clear Restrictions: Allows you to clear all fields in preparation for entering new report Criteria.

Print : Depending upon whether you have selected to print to the screen or to print to the printer this button will show a print preview of the report or send it directly to the default printer.

Printer Setup: You may select the page layout and printer you wish to utilize here. Keep in mind that some reports will not let you change the page layout because they already have a page layout hardcoded. An example of such a report would be the Wide time transactions report which does not allow you to change the page orientation.

Close: This button will close the report view and return you to the Main View.

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