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generating case activity report

Posted: Wed Mar 17, 2010 9:52 am
by Anonymous User
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.

Re: generating case activity report

Posted: Wed Mar 17, 2010 10:25 am
by Anonymous User
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

Re: generating case activity report

Posted: Wed Mar 17, 2010 2:55 pm
by Anonymous User
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

Posted: Wed Mar 17, 2010 2:58 pm
by Anonymous User
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

Re: generating case activity report

Posted: Wed Mar 17, 2010 4:38 pm
by Anonymous User
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

Re: generating case activity report

Posted: Wed Mar 17, 2010 6:52 pm
by Anonymous User
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

Re: generating case activity report

Posted: Tue Mar 23, 2010 4:58 pm
by Anonymous User
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.

Re: generating case activity report

Posted: Tue Mar 23, 2010 5:48 pm
by Anonymous User
It will be another few days before I fully incorporate the feature. Please get this weekend's update.

Thanks,
Mike