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Working
with Reports
The proper
use and analysis of reports results in increased organization
and efficiency. Amicus Attorney 7 comes with a whole series
of built-in reports that you can use to convey essential information
to colleagues and clients, as well as to monitor the various
aspects of your practice. These reports were created with
Crystal Reports, but you do not need your own copy of Crystal
Reports in order to run them.
NOTE
TO USERS WHO HAVE UPGRADED FROM AMICUS ATTORNEY V+ OR EARLER:
Amicus Attorney 7 has a brand new, more powerful database
structure. Consequently, it will be necessary for you to update
your existing custom reports.
Firm
Member Reports
Running
Reports:
To view the 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 Report 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 of People or only their
initials, etc.
Select
the export format in the Report Format list box: Acrobat PDF,
Microsoft Word, RTF, or Excel. Then click OK.
View,
save, print, or discard the exported report, as desired.
Firm
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.
Firm Reports
are run the same way as Firm Member reports.
Amicus
Attorney 7 Overview
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