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Other Miscellaneous Reports

Matter Information Report
Who's Who Related Persons
Client /Matter Listing
Conflict of Interest Report
Mail Log Pages
Client Matter Profiles
Matter Status
Query
Return

Matter Information Report

The matter information report allows you to view a listing of all matters and related information. In this report you are able to choose among the Responsible Attorney, Referring Attorney, Billing Attorney and Custom Attorneys 1-4. You can constrain your search to active or inactive matters and also limit your search by a date range or statute of limitations (sol),Client matter, Last name , Attorney type, Attorney range and case status.

Fields in the report:
Client/Matter code
Type of law
Date of Case open
Date of Case close
Case Status
Full Name of matter
Full Sub Name of matter
Statute of Limitations Date
Responsible Atty
Referring Atty
Billing Atty
Custom Atty (1-4)

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Who's Who Related Persons

The Who's who related persons report will print out a list of Client names, Address and Contact information. You can constrain your search results by Last, First name, Client/Matter/Sub Matter or Relationship.

Fields in the Report:
Client Name
Contact Name
Address
Home phone Number
Fax Number
Work Phone Number
Fax Number
Work Fax Number
Pager Number
CellPhone Number
Email
Homepage

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Client /Matter Listing

The Client/Matter listing report will generate a list of Clients and of Matter issues that belong to each. You may constrain this information by name or Client/Matter range.

Fields in the Report:
Client Name
Client Code
Matter Name
Matter Code
Sub Matter Name
Sub Matter Code

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Conflict of Interest Report

The Conflict of Interest report provides you with a listing of all Persons or Clients that would pose a potential Conflict of Interest issue to the firm. To search for Persons whom may fit this criteria you are able to look for a name or portion of a Name, Relationship type range, and Client/Matter range.

Fields in the Report:
Client Name
Relationship
SSN
Date
Client/Matter/Sub Matter Code

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Mail Log pages

The Mail Log pages report lists all the items listed to the Mail Log report pages. The Mail Log item, the Date of its creation, Page number and the Notes for the particular item. You have the option of displaying the information by the Date created , which will display pages in first to last order, or you may display the Mail Log entries by page number, first to last.

Fields in Report:
Date of entry to log
Page number
Description of entry

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Client Matter Profiles

The ClientM profile report allows you to view all Matter description and Contact Information for each Matter a Client has. You may restrict the output of this report by the Client/Matter range and you have the option of exporting the information.

Fields in the Report:
Client Name
Attention Name
Address
Work number
Work Fax number
Home number
Home Fax number
Pager number
Cell phone number
Email Address
Matter Code
Matter name
Type of law
Jurisdiction
Responsible Attorney

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Matter Status

The Matter Status report allows you to get a quick view of the status of a particular Vlient Matter. You are not able to print this form but you are able to view a variety of Cost, Service, Trust Account and Receivables balances for posted transactions. You are also able to see the posted values for both current monthly and year to date figures.

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Query

The use of Query is not recommended without training.

This program allows the creation of simple reports.
Reports may be output to the Screen, a disk file, or to the windows default printer.

To begin creating your own report:

1. Select the Main File which you will retrieve the fields in the report from.
To see a list of available files click on the list button at the end of this field.
The file which you select here will determine what fields are available for you to use in the main file as well as files that are related to it.

2. Enter a Query Title ( Report Name)

3. Select the fields you wish to have printed as column headers and captions on the fields tab.
To select fields from related files simply click on the file name in the lower DBMS fields list.

4. On the selection tab, select the fields which you would like to retrieve information for and set the constraints for each field type. Example : Selecting the Name field and setting it equal to "Smith" will retrieve name information for only those records which match the "Smith" String.

*Notes:Keep these points in mind when selecting fields for your report.

* When inserting or deleting fields from the list of selected fields you have to manually adjust the column offsets (using the 'Adjust below' button). When adding a field the column offset and the column width of that field is automatically calculated.

*When selecting fields that contains caps locked data it may be necessary to add to the width of the column.

* It is important that you use the 'Adjust below' button after you select to print to file (printable format). The units change from centimeters to characters, you see.

* Text fields must be placed as the last of the selected fields.

* To set a value for a limitation simply highlight the grid line you wish to assign a value to and then click on the value column header. A pop up window will then appear to type the value limiter information into.

5. Select the order in which you wish your report information to be displayed on the orders tab.

6. Select the font type, size, page orientation and output destination on the Miscellaneous tab.

7. Save the Report definitions if you wish to by clicking the Save button on this tab.

8. Run the report.

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