The Reports window allows you to generate various types of reports based on data in your program.
On the left is the report window's options bar, similar to the navigation bar in the main window of TurboLaw® Time and Billing. It allows you to choose the type of graph that will be displayed, as well as options for what data will be included in the graph.
In between the option bar on the left and the preview of your report on the right is a "splitter" bar which you can click on and drag to resize the two sections of the window.
When a report is displayed, you can click on the report to zoom in.
You can select the type of report you wish to view by clicking on any one of the available reports listed here. By default no report is selected, and when the Reports window first opens you will see a blank area on the right, since there is no report to preview.
The date range options allow you to choose whether you want the report to include only data that falls within a specific date range or include all data in the program, regardless of date.
The default option is to include data from the last month-to-date. (For example, if it is currently July 17th, the date range will be from June 17th to July 17th.)
Note: if you select the All Time option, it may take some time to display your report, as the program must look back through everything you have ever entered into the program.
The grouping options allow you to choose how your data is laid out (grouped) in the report. The default option is to not group and simply display all of the data in tabular format, however you can choose to group by client, staff member, category (for time and expenses) as well as by matter.
Note that for some types of reports, some of these grouping options are not available and will be greyed out. For example, it is not possible to group payments by staff member, as a payment is not associated with any particular staff member.
The filtering option allows you to narrow down the results of your report by "filtering out" certain criteria.
To open the filtering option window, click the Set Filtering Options link. The report filtering options window will appear.
From this window, you can select different inclusion/exclusion criteria.
Note: some criteria may not apply to certain types of reports.
For example, if you wish to exclude a certain client from your report, you can un-check that client's name from the list. The Staff, Time/Work Categories, and Expense Categories lists work the same way - unchecked items will be excluded from the current report.
You are not limited to just one filter criteria - you can un-check multiple items from multiple lists.
By default, all items are checked - to quickly check or un-check all items in a list, click the Check All or Uncheck All buttons at the bottom of the list.
The Preview button works the same as the Print Preview option on the Print button's drop-down menu. It displays the current report in a full-screen print preview window. From here you can perform other operations; for more detail on what you can do from the Print Preview window, see the Print Preview Window topic.
The Print button will allow you to print the report you see on the screen. Clicking the drop-down arrow on the right side of the print button will display additional options, such as Print Preview and Page Setup.
The Save/Export button allows you to save (export) your report to several different file formats. This is useful if you want to email the report or edit it further.
The available file formats that you can save your report to are:
When you choose to save your report in one of these formats, you will be asked what to name the file, and where you would like it saved. You can save reports wherever you like on your computer and you can also name them whatever you want. Once a report has been saved, you will have the option to open the file you just created.
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