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Calendar Report - Added two sorting options:
1. Date & Court County
2. Court County and Activity TypeCalendar Report Advanced. Added Case Status filter.
Case Minimum Settlement Value Not Set. Added more filters.
Case Status Change Report. Added multiple filters and new columns.
Case Time Tracking. Added multiple columns.
Case Type
Primary Plaintiff Name
SSN #
DOB
Client Names
Case Status
Sub-Status
M1
M2
M3
Start Time
End Time
Cases With Long Time in Status
Removed grouping.
Added Roles of Staff filter
Added columns Attorney, Paralegal, Case Manager
Added column selector
Staff Roles and Staff changed to multi-select
Client Birthday Report. Added multiple columns and multiple filters.
Critical Deadline Report.
Added Days Backward filter.
Added multiple new columns.
Added column selector filter.
Disbursement Report
Made Disbursement Type a multi-select filter.
Added Open Date From/To filters.
Added Case Type filter.
Added Check # Contains filter.
Added Is Recoverable? filter.
Added multiple Columns.
Recoverable
Attorney
Paralegal
Case Manager
Referral Source
Referral Law Firm
Document Search Report
Added Case Status filter.
Made Document Category/Sub-Category a multi-select field.
Made Case Type a multi-select field.
Fees Outstanding.
Added Mass Tort Filter and a Settlement Range Filter.
Added Date Range selector.
Insurance Company Report.
Added Adjuster Name filter.
Added new columns:
Comments
Settlement Date
Settlement Amount
Claim #
Group #
ID #
Lien Report. Added multiple filters and columns.
Negotiation Follow Up Report. Added Case Type, Case Group, Case Status filters and related columns - Case Group, Case Type, Authorized Amount.
Overdue Report. Added Days Overdue column.
Reports related to medicals are now organized into a separate menu.
Settlement Report.
Added Settlement Comments column.
Added Amount Received column.
Add standard date range filter - All, Days, Date, Last Year etc.
Added closed date range filter.
Added Retainer date range filter.
Added columns: closed date, retainer date, Amount received date, Case sub-type, Medical Bills.
Settlement Forecast Report.
Added Show Settled Cases filter.
Added Case Type and Case Group filters.
Added Case Type column.
Added column totals.
SOL Report.
Added Court and Docket columns.
Added Tolling/Extension filter.
Staff Activity Report. Added column selector.
UDF Report. Added multiple columns and more filters.
