Billings Journal AOP

Created by Liam Trimble, Modified on Tue, 16 Jul at 12:30 PM by Laura Gannon-Berg

Report: WIP in Progress Detailed showing AR and Trust.

Note: for detailed instructions on customizing a report please see the Manage Reports document.

Comment: I need a report showing the Area of Practice totals. Where would I find that report?

Customize: Go to REPORTS -> RECEIVABLES -> RECEIVABLES TAB. Click on the “chevron” to show the “Receivables Options” screen;

Edit: Several screens will be displayed in Edit mode but only one change will need to be made for this customized report.

First Screen: Edit Layout, just click “Next” at the bottom left;
Second Screen: Edit Layout, only select the following 4 sections on this screen:

“Receivables Heading Report”

“Receivable Summary Area of Practice Firm”

Scroll down for more sections

“Receivable Summary Billed Area of Practice”

“Receivable Footer Report”

Click “Next” at the bottom left of the screen.

3. Third Screen: Receivables Heading Report, just click “Next” at the bottom left;

4. Fourth Screen: Receivables Footer Report, just click “Next” at the bottom left;

5. Fifth (and final) Screen: Edit Layout – Summary, press “Save”;

6. Close the “Manage Reports” sub-screen using the “Close” button at the bottom.

Save View: Assign the new customized report to a View on the list of reports.

Click on the “Save View” button in the bottom right of the screen;
View: Type New Name of the View. It cannot be a name that already exists in the list;
Description: Enter a Description, this text will appear in the title of the Report;
Layout: Use the dropdown list and find the “copy” that was created earlier;
Press “OK” to save the view (“Make the View public” is optional).

The new report will not show the list of entries at the top of the report, it will just show a summary and totals for each Area of Practice.

Example: