File Room Listing report

 

The File Room Listing report provides an alphabetic or numeric list of clients/matters including the client and contact name, address, telephone numbers, responsible lawyer, area of law and the date the file was opened.  For firms operating in Canada, the report also includes information on the identification and identity verification status of files.  

 

Click Add to Report Runner to add the report to the Automatic Report Runner, enabling you to print the report as part of a report group.

  1. Click Reports, File Room Listing.

  2. Enter the Report date or press Enter to use the current date.

  3. Enter the Opening date range to select files opened within a specific date range.  If you do not make a selection the report will include files opened between January 1, 1980 and the current date.

  4. Choose whether to print the report by responsible lawyer, by originating lawyer, or for the firm.

  5. If you are printing the report by responsible or originating lawyer, select the lawyers to include.  You can print the report for a single lawyer, for a range of lawyers, or for all lawyers.  A separate report will print for each lawyer.

  6. Select the range of areas of law to include.  If you do not make a selection all areas of law will be included.

  7. Select whether to include Open files, Closed files or All files.  

  8. Select whether to include clients' Full name and Address, whether to include only files that are Tax 1 exempt, and whether to include the Full Matter Description.  

  9. You can print the Standard report, the Identification report, or the ID Exception report.  The Identification report provides details on the client/matter identification and verification status.  The ID Exception report lists client files that have not been identified/verified, and indicates whether the client is exempt.  Client identification and identity verification apply only to firms operating in Canada.  

  10. Select Alpha to sort the report by client name or select Numeric to sort by client/matter number.

  11. Click View image\view20x20.gif to display the report on your screen or click Print image\print20x20.gif to send it to your printer.