Tools, Reports, & Import > Run Reports > Client Listing Report
The Client Listing Report provides a concise summary of Files with WIP (Work in Progress) and/or A/R (Accounts Receivable), Trust and General Retainer balances.
WIP and A/R are broken down by fees and expenses. Summaries appear by File Type and Responsible Lawyer.
To run the report:
Go to Tools in the main menu bar, select Reports
> Files from the left pane and Client Listing
from the main screen to display the Select Parameters
dialog.
To filter the report:
Use the calendar controls in the To fields.
Select the person icon to select a Responsible Lawyer from the Select Firm Members / Groups window.
Select a File Type from the drop down list.
In the Client or File field, select the person icon to select a contact from the Select Contact(s) window or click the file icon to select a file from the Select File(s) window.
Select a Billed Status from the drop down list, Billed & Unbilled, Unbilled or Billed.
Select a check box to:
Include inactive Files
Only include Files with Trust or Retainer balance
Only show summaries
Click OK.
A Client
Listing Report displays allowing you to quickly see a summary of
Files with
WIP and/or A/R broken
down by fees and expenses, Trust
and General Retainer balances.
The summaries appear by File Type
and Responsible Firm Lawyer.
This new report can be saved to PDF, Word or Excel.