Lawyer Listing report

 

The Lawyer Listing report includes three reports: Receipts, Fee Distributions and Bill Write-offs.  You can print the report by responsible lawyer, by originating lawyer or by working lawyer.  Each report lists individual entries by client and in addition to the transaction amount, includes the client name, number, matter description, and the transaction date and reference number.

 

Lawyer reports include information on files that have been closed.  Totals are calculated for the year to date and do not include balance forward amounts from the prior year.

 

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, Listing.

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

  3. In the Include Transactions From and To fields, enter the date range for transactions to include on the report.

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

  5. Select the Lawyer range 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. Choose the reports to print or select All Reports.

  7. Select Alpha to sort the report by client name, choose Numeric to sort by client/matter number, or choose Date to sort by transaction date.  

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