Tools, Reports, and Import > Run reports


Run reports

To run reports in the Reports view of Tools, choose a category, select a report, and click Open in the Taskbar. Or simply click the report's icon at the left, or double-click the report.

Filter the report

Depending on the report, you might be prompted to filter which items the report should cover—by date range, to date, firm member, file, or bill.

Results

        Sort, print, or save the report. (The PDF controls provided for navigating the report depend on your particular browser.)

Printing an appointment list

        Click Print in a Calendar view, or in the Appointments view of a file, to print a list of the appointments currently shown.

Related Topics

        General Receipt Report

        Expenses in Date Range Report

        Referral Report

        Time, Billing and Collections Report

        Settlement Statement

        Files by Selected Status


Amicus Cloud (January 2023)

Copyright