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Stuck Financial Data Report

The Stuck Financial Data report displays a list of budgets that are due or require review, or a list of unbilled amounts that are due or require review.
This report includes both law firm users and company users with incomplete tasks. With the information from the report, you can send an email reminder to selected people to request the completion of these tasks.

Generate the Report

  1. Select
    Reports > Report List
    in the left navigation.
  2. In the dropdown, select
    Legal Tracker Pre-Configured Reports
    .
  3. In the
    Report Name
    column, to the right of
    Stuck Financial Data
    , select
    Run
    .
  4. In the
    Report Criteria
     section under
    Step 1 - Report Type
     use the dropdown to select
    Stuck Financial Data
    .
  5. Under
    Step 2 - Criteria
    , use the fields, filters, and date ranges to configure your report.
  6. Under
    Step 3 - Generate Report
    , do one of the following:
    • To see the report results on screen, click
      Run
      .
    • To export the report results to a file, click
      Export CSV
      , and then follow your browser's instructions to save or open the report.

Send an Email Reminder to People with Incomplete Tasks

  1. Follow the previous procedure to run the report.
  2. Select the check box next to the names of the users responsible for incomplete tasks.
    • To select the entire list, select the check box in the
      Totals
      row.
    • Note that a user could be listed for more than one matter. A reminder message will be sent only for the user/matter combinations that you select.
  3. Click
    Email Selected
    .
Example Email Message to Law Firm User
To: Sally Lawyer
Cc: [Any Delegates of Recipient]
From: Unattended@serengetilaw.com on behalf of Tom Casemanager [user sending email]
Subject: Acme Inc. requests you finish incomplete task(s) in Tracker
The following incomplete tasks are due. This is preventing your law firm from delivering invoices and/or may be adversely affecting Acme’s reports or its ability to process information.
Budget/Reforecast Due: Acme v. Roadrunner; pending 23 days
Budget/Reforecast Due: Dynomite Subsidiary Acquisition; pending 15 days
Unbilled Amounts Due: Acme Pipeline; pending 25 days
If you have any questions or need assistance, please contact Jane Administrator at Jane@acme.com or 212-343-8000.
Example Email Message to Company User
To: Tom Casemanager
Cc: [Any Delegates of Recipient]
From: Unattended@serengetilaw.com on behalf of Joe Supervisor
Subject: Tracker: Incomplete task(s) require your attention
You are responsible for the following incomplete tasks that are due. These tasks may be adversely affecting your law department’s reports and its ability to process information.
Budget/Reforecast Due: Kennedy Termination Agreement; pending 11 days
Review Unbilled Amounts: Dynomite Subsidiary Acquistion; pending 15 days
Review Unbilled Amounts: Acme.eu Domain Opposition; pending 15 days
If you have any questions or need assistance, please contact Jane Administrator at Jane@acme.com or 212-343-8000.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Reports
  • Audiences: Company