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Premium
Edition Reporting Options
Reports
allow you to gain insight by looking at cross-sections of
your practice. Amicus Attorney 2008 Premium Edition features
numerous reports that can be run at local workstations by
individual firm members, as well also team-wide reports that
can be run by any Amicus Administrator.
At the
local workstation, firm members can choose from a wide range
of reports including: Calendar, Communications, Files, People
and Time. In all there are more than 50 predefined reports
that can be run.
Amicus
Administrators can run firm-wide reports including: Business
Planning, Calendar, Files, People, System Administration and
Time. In total there are more than 30 administrator reports
available to be run.
These
reports were created with Crystal Reports, but you do not
need your own copy of Crystal Reports in order to run them.
If you want to modify any of the shipped reports you do need
Crystal Reports. The Amicus Services Team is also available
to create custom reports should your firm require assistance.
Running
Firm Member Reports:
To view a list of Firm Member reports, choose Reports on the
navigation list in the Office module. The Reports view Appears.
To see
a list of reports for a particular module, choose that module
in the view's navigation list: Files, Calendar, People, Time,
or Communications.
To run
a report, click its hyperlink in the list. The Reports Generation
dialog appears.
Depending
on the particular report, set options for the data to be included
or for data formatting: select File(s), choose a date range,
include Notes, show the full names or only their initials,
etc.
Select
the export format in the Report Format list box: Acrobat PDF,
Microsoft Word, RTF, or Excel and then click OK.
View,
save, print or discard the exported report, as desired.
Running
Administrator Reports:
Firm Reports, available only to Amicus Administrators, are
based on information in the entire database.
To view
the list of Firm Reports, an Amicus Administrator can choose
Firm Reports in the Administrator section of the navigation
list in the Office module. The Firm Reports view appears.
To see
a list of reports for a particular module or section choose
that in the view's navigation list: Business Planning, Calendar,
Files, People, System Administration, or Time.
To run
a report, click its hyperlink in the list. The Reports Generation
dialog appears.
Just like
Firm Member reports, you can select the options for the data
to be included or for data formatting: select File(s), choose
a date range, include Notes, show the full names or only their
initials, etc.
Select
the export format in the Report Format list box: Acrobat PDF,
Microsoft Word, RTF, or Excel and then click OK.
View,
save, print or discard the exported report, as desired.
Premium
Edition offers a wide-range of reporting options to meet your
needs. With the ability to export to Excel or your word processor,
you can further manipulate the data as required. In addition
to these reports described above, you can also create reports
through Word or WordPerfect. Check out Document Assembly in
your Online Help for more information.
Updated
Calendar Reports:
Please note that with the latest release (R.03) includes optimized
calendar reports that now run faster. If your firm has not
yet updated your Amicus Attorney to R.03, please forward this
link to your administrator where they can find out more information:
http://www.amicusattorney.com/support/downloads/support_dl_08pe.html
If you
have any questions please contact technical support.
For more
information on Amicus Attorney 2008 Premium Edition visit
www.amicusattorney.com.
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