Generating Reports

1. Select File > Reports and select:

   1. Names to generate reports based on name data (like client lists).

   2. Events (Calendars) to generate reports and calendars based on event data.

   3. Matters to generate reports based on matter data.

   4. Codes to generate reports based on code data.

   5. Rules to generate reports based on rule data.

   6. Notes to generate reports based on notes data (All Notes, Name Notes, or Matter Notes).

   7. Audit Trail to generate an Audit Trail report.

   8. All reports to open a list of all reports that can be generated. Highlight the report you want to generate and click Done.

2. The Report Control window appears. If you selected to generate an Events report, the window includes the Interval and Who fields. Complete the window as necessary. Click here for help changing the settings on the window.

3. Click the Print button.

   1. If you selected to output to a printer, the report is sent to the selected printer.

   2. If you selected to output to the screen, the report appears on your screen in the Report Viewer.

   3. If you selected to output to a file or data-merge file, a window appears prompting you for a file name, file type, and storage path. Enter the information and click Save. The report file is saved. If you checked Open the generated file, the report file appears automatically in a text editor (for text files) or in a spreadsheet program (for data-merge files).