Pre-Configured Practice/Case Management Reports

Reports Related to Names

  • All Name info w/Notes+Matters
  • All Name info w/p Notes
  • Labels: File Folder Tabs
  • Labels: Mailing
  • Labels: Rolodex
  • Linked List in Matters
  • MailMerge
  • Names Address Report
  • Names Grouped by Class
  • Names List
  • Names List by ID
  • Names List with Matters
  • Names List with Notes

 

  • Names List: Active Clients
  • Names List: ID+Class+DayPhone
  • Names List: ID+ Matters
  • Names List: Landscape, no Note
  • Names List: Landscape, Notes
  • Names List: Most fields
  • Simple Names List
  • Names Report
  • Names Report by ID
  • Names Report: All Info
  • Names Report: No Address

 

  • Names: Phone, Address, Matters
  • Phones List
  • Phones List (Landscape)
  • Phones List of Active Clients
  • Phones List of Experts
  • Phones List with Matters
  • Phones List: Experts w/Matters
  • Phones Report
  • Phones Report: Active Clients

 

Reports Related to Events/Calendars



  • Short Format [wide note]
  • Laser Month
  • Laser Month Color
  • Laser Week
  • Laser Week Color
  • Laser Year
  • Laser Year Color
  • Linked List in Other Reports
  • Matter Format Calendar
  • Matter Format w/Notes
  • Matter Subreport Landscape

 

  • Month: 5 day, Landscape
  • Month: 7 Day Landscape
  • Month: Mon-Fri
  • Month: Sat/Sun Portrait
  • Month: Sat/Sun Landscape
  • Month: What+Last+Note
  • Month: Who+What+Last
  • Month: Who+What_Last+Note
  • Name Format Calendar
  • Organizer
  • Organizer Color
  • Organizer [Landscape]
  • Organizer for hole-punched Organizer: 2-Up
  • Organizer: 2-up ApptTop, punch
  • Organizer: 2-Up for hole-punch
  • Organizer: Tri-Fold
  • Short Format [Landscape]
  • Short Format: (wide note)
  • Short Format Calendar

 

Reports Related to Events/Calendars



  • Week: 2 Weeks
  • Week: 2 Weeks, with Who
  • Week: 3 Weeks
  • Week: 4 Weeks
  • Week: 7 Day [Landscape]
  • Week: Mon-Fri
  • Week: Mon-Fri [Landscape]
  • Week: Sat/Sun 7 Day Week
  • Week: What+Who+Last+Note
  • Wide Calendar
  • Year: Who+What+Last+ Note

 

 

 

Reports Related to Matters



  • All Matter Info
  • Labels: File Folders
  • Linked List in Names reports
  • MailMerge (Matters)
  • Malpractice Alert
  • Malpractice Alert: All Fields
  • Matters List
  • Matters List (Landscape)
  • Matters List (Landscape, Cond)
  • Matters List 2
  • Matters List Land Note, Event

 

  • Matters List w/Notes, Events
  • Matters List with Events
  • Matters List with Names
  • Matters List with Notes
  • Matters List: All Info
  • Matters List: All Info (Land.)
  • Matters List: Closed Only
  • Matters List: Open Only
  • Simple Matter List
  • Simple Matter List with Names
  • Matters Notes List
  • Matters Report
  • Matters Report 2: All Info
  • Matters Report with Notes
  • Matters Report: All Info
  • Matters Report: Closed Only
  • Matters Report: Open Only
  • Matters Report: Open+Closed

 


Other Reports



CODES

  • All codes

RULES

  • Rules List
  • Rules List (all fields)

 

NOTES - ALL NOTES

  • Notes List with Name
  • Notes with Matter

NOTES - NAME

  • Name Notes
  • Name Notes (all Fields)

NOTES - MATTER

  • Matter Notes
  • Matter Notes (all Fields)

OPERATOR AUDIT

  • Operator Audit Report

 


Your Next Step
 


Select one of the following:

 
Home | Products | Company | Privacy Policy | Contact Us | Sitemap
Abacus Data Systems, Inc. · 9191 Towne Centre Dr. Suite 180 · San Diego, CA 92122 · Tel 858-452-4280· Fax 858-452-2073
© 2008 Abacus Data Systems, Inc. All rights reserved.