Reporting on Your Practice: Always Know Where You Stand

In my last post, I talked about how Credenza can help to streamline your practice by aiding with legal research… in my case, helping me actually stick to one of my New Year’s Resolutions. Lucky for me (and you), there are even more ways Credenza simplifies my job - so of course I want to share them with you!

Today we’re going to take a look at Credenza’s report-drafting capabilities. These make it unbelievably easy to see cross-sections and summaries of important practice information.

For example, instead of going from file to file to check if/how many cases I opened in a given month, I can just run one of Credenza’s many reports to give me a summary of what I am looking for. Once you have the data you are seeking, you can easily print it out, save it to Adobe PDF, or export it to Microsoft Excel.

Here is a quick how-to on creating reports through your Credenza:

1. First, click on the Credenza tab in your Outlook.
2. Click on the Reports option. This will launch a new window.
3. In the new window, select from the Files, Time Sheets, Phone Calls, or Billing tabs. Each tab contains more filtering options to choose from, like date ranges, etc. With the Time Sheets tab, you will also be asked what team member you want the information pulled from. This is a great way to see what your group members are doing, or just how busy you’ve been.
4. Click ‘Run Report.’ The report will then open in a new window within your Outlook
5. Click on the report’s File tab to print the report, publish it to PDF or to save it in Excel format.

With Credenza’s vast reporting capabilities, you can easily access the data you want, when you want it, where you want it.