Sunday, April 17, 2011

Report Features

There are a huge variety of options available when running reports in PCLaw. I have touched on a few of them when discussing the individual reports. The features I will discuss today are available on all but a few of the reports.

When running a report you can select Printer to automatically print the report, Screen if you just want to view it, Email if you have the Outlook link installed, and Editor to save it in the format of your choice.

Customized reports designed especially for you in PCLaw are extremely expensive. The export to Excel option allows you to design an inexpensive Word or Excel report, to display the PCLaw data exactly the way you want to see it.

If you are looking for a specific entry, Ctrl + F or click the binoculars, to have the program search the report for you.

You may find something on a report that you need to change, remove, or add. To change or remove an entry, double click on the entry to open, and make your changes. On OK, the report will reappear. Click the refresh button on the top of the report, and the changed entry will appear.

Add an entry with Quick Step, Data Entry, or a shortcut key. Refresh the report, and the new entry will appear. If you closed the report to make your entry, select the report again, and click Last Load to populate the boxes with the matter, dates, etc., that you used before.

Other features are available to you by selecting things on the Matter or Other tabs; far too many to list here. If there is something specific you would like to know how to do, please feel free to ask me, as other people may want to know the same thing.

As always, I invite your comments and suggestions for future posting topics. Next week – Non-Billable Time.