2011 Practice Management Annual Conference

1. 2011 Practice Management Annual Conference PCLaw Reporting Techniques Nancy Griffing, 35-45 Consulting Group, LLC • September 24, 2011

2. Proud Members of the 35-45 Consulting Group, LLC Serving our National and International Clients Phone: 888-866-3545 www.3545consulting.com Consulting Group, LLC

3. Can we help you solve a problem?

4. PCLaw Reporting Techniques • Reports Inside and Outside of PCLaw • Built-in Reports (The Basics of Reporting) • Modifying • Grouping & Batching • Custom Reports in PCLaw (A Bit More Advanced) • Exporting Data and Reporting (For the Excel Champion) • Accessing the Data outside of PCLaw (For the Report Heroes)

5. PCLaw Reporting Techniques • Built-in Reports There are plenty built-in reports to select. Explore the ones that are there. If it is not exactly right, then modify.

6. PCLaw Reporting Techniques • Built-in Reports Many of the reports in PCLaw can be edited or filtered.

7. PCLaw Reporting Techniques • Built-in Reports Not for the faint of heart, but the fields can be modified.

8. PCLaw Reporting Techniques • Built-in Reports Advanced Search gives you Boolean logic in your filter.

9. PCLaw Reporting Techniques • Built-in Reports The report is located in STATDATA and can be copied/edited.

10. PCLaw Reporting Techniques • Custom Reports Under the productivity tab, you will find a choice for Custom Reports. This allows you to create your own criteria and sort.

11. PCLaw Reporting Techniques • Custom Reports You can select 2 groupings for each report.

12. PCLaw Reporting Techniques • Custom Reports You can select the fields, date range, field labels, and the subtotal option.

13. PCLaw Reporting Techniques • Custom Reports You can select the fields, date range, field labels, and the subtotal option.

14. PCLaw Reporting Techniques • Custom Reports The formula field allows you to perform basic mathematical calculations.

15. PCLaw Reporting Techniques • Custom Reports The report can be summarized and/or with a total.

16. PCLaw Reporting Techniques • Custom Reports The report can be summarized and/or with a total.

17. PCLaw Reporting Techniques • Custom Reports The report can be a year to date or a criteria based report.

18. PCLaw Reporting Techniques • Custom Reports Print it or send it to Excel, Access, or XML.

19. PCLaw Reporting Techniques • Custom Reports The custom reports are stored in the STATDATA folder, also. Note they are XML .

20. PCLaw Reporting Techniques • Batching Reports Print it or send it to Excel, Access or XML.

21. PCLaw Reporting Techniques • Batching Reports The sample group for End of Month can be modified or you can make your own grouping.

22. PCLaw Reporting Techniques • Batching Reports You can edit the attributes or a report or add any you choose to the group.

23. PCLaw Reporting Techniques • Batching Reports All of them will use the date gate selected unless they have monthly fields.

24. PCLaw Reporting Techniques • Batching Reports All of them will use the date gate selected unless they have monthly fields.

25. PCLaw Reporting Techniques • Printing Reports When you are generating a report check on the status to see how it is progressing.

26. PCLaw Reporting Techniques • Printing Reports When you are generating a report check on the status to see how it is progressing.

27. PCLaw Reporting Techniques • Hidden Gem In the Past Due templates, you will find an average days to pay for your clients.

28. PCLaw Reporting Techniques • Templates In the Past Due templates, you will find an average days to pay for your clients.

29. PCLaw Reporting Techniques • Outside PCLaw Utilizing a Faircom ODBC or the SQL ODBC you can access the data in PCLaw and produce any report you can imagine. The limits of sorting and programming are created by you. It does require some programming skills or at least database concepts to be able to get the results you desire. . . Or call 35-45 Consulting… We have a library of reports to choose from.

30. PCLaw Reporting Techniques • Status Report

31. PCLaw Reporting Techniques • Aged Accounts Receivable

32. PCLaw Reporting Techniques • Daily Deposit Report

33. PCLaw Reporting Techniques • Review

34. PCLaw Reporting Techniques • Timekeeper Productivity

35. PCLaw Reporting Techniques Advanced users can take advantage of the Faircom ODBC. This driver can be purchased for about $100. It will enable you to access the database tables directly. After installing the driver, you must create and ODBC data source by accessing the ODBC Administrator on your computer. If your PCLaw database is SQL you do not need the Faircom driver but you will need a Data Source. • Faircom ODBC

36. PCLaw Reporting Techniques • Faircom ODBC Then, you will select the Faircom 32bit ODBC Driver as your communicator. After selecting that, click on Finish. If your PCLaw database is SQL you will select Microsoft SQL as your data source.

37. PCLaw Reporting Techniques This can be any name you want, but it should end in DB. Remember the name, it will be needed later. • Faircom ODBC Data Source Be careful! It does what it says. File path for the Script file. Best in the Data folder root. Match these settings exactly.

38. PCLaw Reporting Techniques • Faircom ODBC Data Source Now – to create the script file. This file will be placed in the PCLaw Data folder, and it will have a listing of all of the tables you want to use, with the file path of where they are located. The location will be either the DYNDATA or STATDATA folders for PCLaw. This is a text file, so it can be created in Notepad.

39. PCLaw Reporting Techniques • Faircom ODBC Data Source Then put into MSAccess and create an empty database. I have called mine ‘reports’.

40. PCLaw Reporting Techniques • PCLAW database in Access Select External Data. Then, click on More. Select the ODBC data source choice and find your data source.

41. PCLaw Reporting Techniques • PCLAW database in Access Select the ODBC data source you created.

42. PCLaw Reporting Techniques • PCLAW database in Access Highlight the tables you want and click ‘OK’.

43. PCLaw Reporting Techniques • PCLAW database in Access Highlight the tables you want and click ‘OK’.

44. PCLaw Reporting Techniques • PCLAW database in Access If prompted select multiple unique fields to bind the index for the table.

45. PCLaw Reporting Techniques • PCLAW database in Access Your tables will now appear as a linked table object and you can open them in Access.

46. PCLaw Reporting Techniques • PCLAW database in Access Here is the Matter table open in Access. You can create Access Queries or Reports from any of the PCLaw tables directly.

47. PCLaw Reporting Techniques • PCLAW database in Access Here is a sample Query of data that does not print on a built-in report for PCLaw.

48. PCLaw Reporting Techniques • PCLAW database in Access Easy to grab in Excel. Just click on Data and select Access.

49. PCLaw Reporting Techniques • PCLAW database in Access Here is my query. I select it and now the fresh, live data will appear in Excel.

50. PCLaw Reporting Techniques • PCLAW database in Access Now, the user can have this Excel sheet and anytime it is opened it can be refreshed with live data from PCLaw!