2010 Practice Management Annual Conference Essentials of Report Design in Juris Suite Presented by: Celeste Bradford Juris ®

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Presentation transcript:

2010 Practice Management Annual Conference Essentials of Report Design in Juris Suite Presented by: Celeste Bradford Juris ®

2010 Practice Management Annual Conference Education: –BS in Finance Experience: –10 years experience supporting law firms using Juris ® solutions as Support Specialist, Report Engineer, Trainer, and Consultant –1 year experience as a Billing Coordinator Contact me:

2010 Practice Management Annual Conference Objectives how to edit reports in Juris Suite adding and removing components such as data fields, labels, lines adding or changing subtotals formatting headers and footers and other report design functions.

2010 Practice Management Annual Conference Objectives how to edit reports in Juris Suite adding and removing components such as data fields, labels, lines adding or changing subtotals formatting headers and footers and other report design functions.

2010 Practice Management Annual Conference Editing an Existing Report 1.Make a copy of the original report 2.Right click and edit the report 3.Add existing data fields from the Field List 4.Add controls such as lines, labels, page breaks, and page numbering from the Tool Box 5.Delete existing fields or labels 6.Add/remove groupings 7.Add subtotals

2010 Practice Management Annual Conference Editing an Existing Query If a field you need is not in the Field List, you may be able to add it to the existing query if it is in the tables being used to build the query. You will need to: 1.Copy the existing query then edit it 2.If the query is a Visual query, you can easily add fields if they exist in the tables 3.You can add a filter and parameter to the query as well

2010 Practice Management Annual Conference Additional Training Opportunities For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings. The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information.

2010 Practice Management Annual Conference Who is your representative?