Limitation Event Report

The Event Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details 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 Event Report is generated based on a user selected range of Offices, Departments, Timekeepers, and Event Dates. Report contents can be narrowed by Event Type (i.e. the report can be generated for all event types, for Limitation Events only, for Reminders only, for Appointments only, for To Do Lists only, or for Cases only).

The report displays schedules for all events that fit the criteria entered. Report contents are grouped by Department, and then by the Timekeepers within each Department. Report details include the following: Client Number and Name, Matter Number and Name, Event Type, Event Description, and Event Notes.

User Parameters

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 lists. The user also has the option to manually enter the unique identifiers of the Offices. These fields default to the first and last Offices in the lists (i.e. by default, all Offices will be included in the report).

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).

Timekeeper X to X
From the lists provided, the user must select the range of 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).

Date X to X
The user must enter the range of event dates for which the report will be generated. These fields default to the current system date.

Event Type
From the list provided, the user must select the type of event for which the report will be produced. Valid options are: All (i.e. all event types will be included), Limitation Events, Reminders, Appointments, To Do Lists, and Cases. The user also has the option to manually enter the event type. This field defaults to the All option.