Learn how to generate the Cash Activity Analysis, which provides a detailed breakdown of receipts, transfers and disbursements for selected accounts.

Learn how to generate the Tasks Report, which shows your defined case tasks.

Learn how to generate the Case Professionals report, which allows the user to show cases for specified professionals, either individuals or type (i.e., Judges, Debtor Attorneys, Trustee Attorneys or Other.)

Learn how to generate the Case Memos Report, which prints individual memos for one case or all cases, including the internal case memo.

Learn how to generate the Case Listing Report, which provides a detailed list of your cases that meet the general search criteria you have selected in the parameters screen.

Learn how to generate the Calendar Weekly Report, which includes several filter options to display Appointments, Tasks and Daily Notes.

Learn how to generate the Calendar Monthly Report, which includes several filter options to display Appointments, Tasks and Daily Notes.

Learn how to generate the Calendar Appointments Report, which shows you your appointments that were set up in the Case Task tab.

Learn how to generate the Bond Status Report, which shows the “bonding status” of each of your cases, whether they are bonded under a blanket bond or individual case bond.

Learn how to generate the Bank Reconciliation Summary report, which lists all account balances, comparing the ledger and bank balances and showing the “out of proof” amount.