ProLaw's reporting feature is an incredible time-saver and a powerful tool for extracting meaningful data with ease. Whether you are managing matters, tracking events, or analyzing performance metrics, understanding how to generate and customize reports will help enhance your efficiency and decision-making.
This guide will walk you through the process of running basic reports in ProLaw, ensuring you can harness its features effectively.
Step 1. Locate the Reports Icon
The Print Reports icon, depicted as a green report binder, can be found on the Dashboard and in every module of the ProLaw system. This icon is your gateway to generating various reports.
Pro Tip: Ensure you are working within the relevant module where your data is entered, such as "Matters" or "Events," to ensure your report pulls the right information.
Step 2. Query or Search for Data
Once inside the appropriate module:
Use the Quick Find search feature to locate the client, case, event, or any specific criteria you want the report to focus on.
Enter your query terms and wait for the search results to populate on your screen. Verify that these results align with what you’d like to showcase in your report.
Pro Tip: If necessary, double-check your search parameters to ensure they capture the desired data scope.
Step 3. Initiate the Report Generation
With the relevant data visible on your screen:
Click on the Print Reports button.
Right-click on the report you want to generate from the list of available options.
Select Preview to view the report.
Note: Depending on the report format, this process may take some time, especially if it’s your first report of the day. Stay patient!
Step 4. Customize Your Report Parameters
Some reports allow customization to better suit your needs:
Show Detail: Choose to include detailed records for further context.
Set Grouping Preferences: You may need to assign at least one group (e.g., Group By “Professional” or “Client”) to organize data logically.
If these options are available:
Adjust the parameters accordingly.
Click the View Report button located to the right of the parameter section.
Pro Tip: For reports like "Open Matters by Attorney," grouping by a specific professional can add clarity to the data.
Step 5. Generate and Share the Report
Once your report is generated:
You can print, email, or save the report for future use.
Be sure to review it carefully and confirm that it meets the requirements of the intended audience or task.
Pro Tip: Save reports with a clear naming convention for quick identification in the future.
Mastering ProLaw’s reporting capabilities puts you in control of your data. Regularly using this feature will save you time and energy while enabling more informed decision-making. Follow the simple steps outlined above, and soon, running customized, insightful reports will become second nature.
Happy reporting!
If you have any questions or run into any issues, please reach out to the Sophus Support Team by clicking the Contact Us button. Thank you.