Transcript PCLaw Reporting Techniques

2011 Practice Management Annual Conference
PCLaw Reporting Techniques
Nancy Griffing, 35-45 Consulting Group, LLC
September 24, 2011
Proud Members of the 35-45 Consulting Group, LLC
Serving our National and International Clients
Phone: 888-866-3545
www.3545consulting.com
Consulting Group, LLC
2011 Practice Management Annual CIC Conference
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Can we help you solve a problem?
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PCLaw Reporting Techniques
Reports Inside and Outside of PCLaw
• Built-in Reports (The Basics of Reporting)
− Modifying
− Grouping & Batching
• Custom Reports in PCLaw (A Bit More Advanced)
• Exporting Data and Reporting (For the Excel Champion)
• Accessing the Data outside of PCLaw (For the Report Heroes)
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PCLaw Reporting Techniques
Built-in Reports
There are plenty built-in reports to select. Explore the ones
that are there. If it is not exactly right, then modify.
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PCLaw Reporting Techniques
Built-in Reports
Many of the reports in PCLaw can be edited or filtered.
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PCLaw Reporting Techniques
Built-in Reports
Not for the faint of heart, but the fields can be modified.
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PCLaw Reporting Techniques
Built-in Reports
Advanced Search gives you Boolean logic in your filter.
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PCLaw Reporting Techniques
Built-in Reports
The report is located in STATDATA and can be copied/edited.
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PCLaw Reporting Techniques
Custom Reports
Under the
productivity tab, you
will find a choice for
Custom Reports. This
allows you to create
your own criteria and
sort.
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PCLaw Reporting Techniques
Custom Reports
You can select
2 groupings
for each
report.
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PCLaw Reporting Techniques
Custom Reports
You can select
the fields,
date range,
field labels,
and the
subtotal
option.
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PCLaw Reporting Techniques
Custom Reports
You can select
the fields,
date range,
field labels,
and the
subtotal
option.
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PCLaw Reporting Techniques
Custom Reports
The formula
field allows
you to perform
basic
mathematical
calculations.
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PCLaw Reporting Techniques
Custom Reports
The report
can be
summarized
and/or with a
total.
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PCLaw Reporting Techniques
Custom Reports
The report
can be
summarized
and/or with a
total.
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PCLaw Reporting Techniques
Custom Reports
The report
can be a year
to date or a
criteria based
report.
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PCLaw Reporting Techniques
Custom Reports
Print it or
send it to
Excel, Access,
or XML.
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PCLaw Reporting Techniques
Custom Reports
The custom
reports are
stored in the
STATDATA
folder, also.
Note they are
XML .
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PCLaw Reporting Techniques
Batching Reports
Print it or
send it to
Excel, Access
or XML.
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PCLaw Reporting Techniques
Batching Reports
The sample
group for End
of Month can
be modified
or you can
make your
own grouping.
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PCLaw Reporting Techniques
Batching Reports
You can edit
the attributes
or a report or
add any you
choose to the
group.
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PCLaw Reporting Techniques
Batching Reports
All of them
will use the
date gate
selected
unless they
have monthly
fields.
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PCLaw Reporting Techniques
Batching Reports
All of them
will use the
date gate
selected
unless they
have monthly
fields.
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PCLaw Reporting Techniques
Printing Reports
When you are
generating a
report check
on the status
to see how it
is progressing.
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PCLaw Reporting Techniques
Printing Reports
When you are
generating a
report check
on the status
to see how it
is progressing.
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PCLaw Reporting Techniques
Hidden Gem
In the Past
Due
templates,
you will find
an average
days to pay
for your
clients.
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PCLaw Reporting Techniques
Templates
In the Past Due templates, you will find an average days to pay
for your clients.
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PCLaw Reporting Techniques
Outside PCLaw
Utilizing a Faircom ODBC or the SQL ODBC you can access the
data in PCLaw and produce any report you can imagine. The
limits of sorting and programming are created by you. It does
require some programming skills or at least database concepts to
be able to get the results you desire. . . Or call 35-45 Consulting…
We have a library of reports to choose from.
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PCLaw Reporting Techniques
Status Report
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PCLaw Reporting Techniques
Aged Accounts Receivable
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PCLaw Reporting Techniques
Daily Deposit Report
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PCLaw Reporting Techniques
Review
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PCLaw Reporting Techniques
Timekeeper Productivity
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PCLaw Reporting Techniques
Faircom ODBC
Advanced users can take
advantage of the Faircom
ODBC. This driver can be
purchased for about $100.
It will enable you to access
the database tables
directly. After installing
the driver, you must create
and ODBC data source by
accessing the ODBC
Administrator on your
computer. If your PCLaw
database is SQL you do not
need the Faircom driver
but you will need a Data
Source.
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PCLaw Reporting Techniques
Faircom ODBC
Then, you will select the
Faircom 32bit ODBC Driver
as your communicator.
After selecting that, click
on Finish. If your PCLaw
database is SQL you will
select Microsoft SQL as
your data source.
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PCLaw Reporting Techniques
Faircom ODBC Data Source
This can be any name you
want, but it should end in DB.
Remember the name, it will
be needed later.
Be careful! It does what it says.
File path for the Script file. Best in the
Data folder root.
Match these settings exactly.
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PCLaw Reporting Techniques
Faircom ODBC Data Source
Now – to create the script file.
This file will be placed in the
PCLaw Data folder, and it will
have a listing of all of the tables
you want to use, with the file
path of where they are located.
The location will be either the
DYNDATA or STATDATA folders
for PCLaw. This is a text file, so
it can be created in Notepad.
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PCLaw Reporting Techniques
Faircom ODBC Data Source
Then put into MSAccess
and create an empty
database. I have called
mine ‘reports’.
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PCLaw Reporting Techniques
PCLAW database in Access
Select External Data.
Then, click on More.
Select the ODBC data
source choice and find
your data source.
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PCLaw Reporting Techniques
PCLAW database in Access
Select the ODBC data
source you created.
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PCLaw Reporting Techniques
PCLAW database in Access
Highlight the tables you
want and click ‘OK’.
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PCLaw Reporting Techniques
PCLAW database in Access
Highlight the tables you
want and click ‘OK’.
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PCLaw Reporting Techniques
PCLAW database in Access
If prompted select
multiple unique fields
to bind the index for
the table.
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PCLaw Reporting Techniques
PCLAW database in Access
Your tables will now
appear as a linked table
object and you can
open them in Access.
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PCLaw Reporting Techniques
PCLAW database in Access
Here is the
Matter table
open in Access.
You can create
Access Queries
or Reports from
any of the PCLaw
tables directly.
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PCLaw Reporting Techniques
PCLAW database in Access
Here is a sample Query of data that does not print on a built-in report for
PCLaw.
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PCLaw Reporting Techniques
PCLAW database in Access
Easy to grab in Excel. Just click on Data and select Access.
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PCLaw Reporting Techniques
PCLAW database in Access
Here is my query. I select it and now the fresh, live data will appear in Excel.
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PCLaw Reporting Techniques
PCLAW database in Access
Now, the user can have this Excel sheet and anytime it is opened it can be
refreshed with live data from PCLaw!
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PCLaw Reporting Techniques
PCLAW database in Access
Format it , chart it, graph it …
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PCLaw Reporting Techniques
PCLAW database in Access
. . . And of course. . . Filter it and sum it. The data is now yours!
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PCLaw Reporting Techniques
PCLAW database in Access
And. . . I can add it to my Favorites in PCLaw!
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Questions
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Proud Members of the 35-45 Consulting Group, LLC
Serving our National and International Clients
Phone: 888-866-3545
www.3545consulting.com
Founders 35-45
Consulting Group, LLC
2011 Practice Management Annual CIC Conference
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