2011 Practice Management Annual Conference

PCLaw Reporting Techniques

Nancy Griffing, 35-45 Consulting Group, LLC

September 24, 2011

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Proud Members of the 35-45 Consulting Group, LLCServing our National and International Clients

Phone: 888-866-3545www.3545consulting.com

Consulting Group, LLC

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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, LLCServing our National and International Clients

Phone: 888-866-3545www.3545consulting.com

Founders 35-45 Consulting Group, LLC