Star Micro Systems Discussion Forums

Hi, Mike -

I am trying to show a client a list of cases that have been closed since the beginning of the year. When closing the cases, I do change the Case Card to closed, which automatically puts in that day's date. I know that probably generates a report, but I cannot find it.

Is there anyway I can print a report giving me list of cases closed and the date it was closed? Thanks.

Sherry Coletti

Here are the steps:

1. Click Search for a case
2. Click the CLEAR button
3. Check the Primary Names Only checkbox
4. Click the Search By and select Date Closed.
5. In the Search For enter the following: 1/1/2013 TO 4/29/2013
6. Click Search

You will now see a list of all cases closed since the beginning of the year at the Found Cases screen. Click the SEARCH AGAIN (highlighted in blue) to do a sub-search off of those closed cases if you want it for a specific client so that you can then search again by firm name.

Mike

Perfect!!! Thanks.