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 (July 2023)

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