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New Reports Added

  • Checks Received Report

  • Contact Rename Report

  • Expense Analysis Report

  • Evidence/Storage Report

  • Funding Report

  • Medical Visits Report

  • Notes Search Report

  • Referred-Out Firm Performance Report

  • Settlements By Case Group/Type

  • Settlement Performance (Min. Value)

  • Treatment Report

Modified Reports

  • Calendar Report - Added two sorting options:
    1. Date & Court County
    2. Court County and Activity Type

  • Calendar Report Advanced. Added Case Status filter.

  • Case Minimum Settlement Value Not Set. Added more filters.

  • Case Time Tracking. Added Billing Rate column.

  • Critical Deadline Report. Added Days Backward filter.

  • Fees Outstanding.

    • Added Mass Tort Filter and a Settlement Range Filter.

    • Added Date Range selector.

  • Insurance Company Report. Added Settlement date and Settlement Amount columns.

  • Overdue Report. Added Days Overdue column.

  • Reports related to medicals are now organized into a separate menu.

  • SOL Report. Added Court and Docket columns.

  • Staff Activity Report. Added column selector.

  • UDF Report. Added multiple columns and more filters.

  • No labels

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