Collection Summary Report

The Collection Summary Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify Summary for the format of the report; in the User Parameters section, the user must specify Summary pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

The Collection Summary Report is produced for a user specified range of Timekeepers, Offices, and Departments. The user also has the option to only include information regarding AR that has been aged by a specific number of days. Report contents can be sorted by Bill Entity Name, Bill Entity Number, Client Name, or Client Number.

User Parameters

Start Resp Timekeeper, End Resp Timekeeper
From the lists provided, the user must select the range of Responsible Timekeepers to be included in the report. The user also has the option to manually enter the unique identifiers of the Timekeepers. These fields default to the first and last Timekeepers in the list (i.e. by default, all Timekeepers of the specified type will be included in the report).

Print AR Over X Day Old as of X
To include information regarding files with AR aged by a specific number of days as of a specific date, the user must enter the information in the corresponding field (i.e. to include information regarding files with AR aged by 25 days as of January 01, 2001, the user must enter "25" in the first field and "01-JAN-2001" in the second field).

Start Office X to X
From the lists provided, the user must select the range of Offices for which the report will be produced. The names of all Offices associated with your Firm will be displayed in the list. The user also has the option to manually enter the unique identifiers of the Office. These fields default to the first and last Offices in the lists (i.e. by default, all Offices will be included in the report).

Start Department X to X
From the lists provided, the user must select the range of the Departments for which the report will be produced. The names of all Departments associated with your Firm will be displayed in the lists. The user also has the option to manually enter the unique identifiers of the Departments. These fields default to the first and last Departments in the lists (i.e. by default, all Departments will be included in the report).

Sort Order
The user is presented with four lists (Bill Entity Number, Bill Entity Name, Client Number, and Client Name), from which they must determine the order in which the report contents are sorted. For example, if contents are to be sorted first by Client Number, then by Client Name, etc, the user must select the "1" option from the list in the Client Number field, and then the "2" option from the list in the Client Name field, etc.