Tools, Reports, & Import > Run Reports > Client Listing Report


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:

1.     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.

2.     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:

o        Include inactive Files

o        Only include Files with Trust or Retainer balance

o        Only show summaries

3.     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.

        Expenses in Date Range Report

        General Receipt Report

        Time, Billing and Collections

        Settlement Statement

        Files by Selected Status

        Run Reports

 


Amicus Cloud (July 2023)

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