generating case activity report
generating case activity report
Michael:
Our activity 17 is fee generating activity. How do I produce reports about this activity? I have read through other postings on reports, but that did not help me. Thank you.
Our activity 17 is fee generating activity. How do I produce reports about this activity? I have read through other postings on reports, but that did not help me. Thank you.
Re: generating case activity report
Are you using the Fee/Costs tab to input the fee and cost information? If so, click the printer icon at case activity and select a fee or cost report. Right click the printer icon to preview the reports.
Mike
Mike
Re: generating case activity report
Mike, I am trying to get a system wide report of open cases of fee activity. I don't think what you told me does that.
Re: generating case activity report
That is correct. Please advise as to what information you are trying to get. Is it just the date and information added into the case activity event and not information at the fee/cost tab?
Thanks,
Mike
Thanks,
Mike
Re: generating case activity report
Mike:
The report I would like to generate is both the date and added activity information, and the dollar amounts at the fee and costs tab.
Thank you.
Bob Owens
The report I would like to generate is both the date and added activity information, and the dollar amounts at the fee and costs tab.
Thank you.
Bob Owens
Re: generating case activity report
We can either do that with a custom report or if you can wait until this weekend's update then it will have that feature built in.
Let me know.
Thanks,
Mike
Let me know.
Thanks,
Mike
Re: generating case activity report
Michael:
I now have updated my A-1 Law program. What steps do I take to generate the reports showing prospective fee activity?
Thank you.
I now have updated my A-1 Law program. What steps do I take to generate the reports showing prospective fee activity?
Thank you.
Re: generating case activity report
It will be another few days before I fully incorporate the feature. Please get this weekend's update.
Thanks,
Mike
Thanks,
Mike