Reporting

List reports

List reports allow you to print a simple hardcopy list of any groupings you have set up in the application.
note
The names of these groupings are firm terminology variables. Your firm might use a different term for some or all of these groupings. To view the default terms for these groupings, choose Help > Enable Default Terminology.
To view and print a List report, choose File > Print Reports. In the Print Reports screen, click one of the reports under
Lists
 in the available reports pane and then click the Select button.
Available List reports include:
  • Activities
  • Activity Categories
  • Client Groupings
    Important security note
    When you enable security privileges for a report on the Security Groups setup screen, Digita Practice Advanced may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
    Privileges changed
     pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
    For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
    • Menu > Setup Menu > Clients > View
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Client / Engagement Listing
    Important security note
    When you enable security privileges for a report on the Security Groups setup screen, Digita Practice Advanced may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
    Privileges changed
     pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
    For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
    • Menu > Setup Menu > Clients > View
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Clients
    Important security note
    When you enable security privileges for a report on the Security Groups setup screen, Digita Practice Advanced may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
    Privileges changed
     pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
    For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
    • Menu > Setup Menu > Clients > View
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Contacts
  • Departments
  • Engagement Categories
  • Engagement Templates
  • Entities
  • Staff Billing Rates
    Important security note
    When you enable security privileges for a report on the Security Groups setup screen, Digita Practice Advanced may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
    Privileges changed
     pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
    For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
    • Data > Time & Expense Entries > Review
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Staff Groupings
    Important security note:
    When you enable security privileges for a report on the Security Groups setup screen, Digita Practice Advanced may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
    Privileges changed
     pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
    For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
    • Menu > Setup Menu > Staff > View
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Staff Levels
  • Standard Text
If you encounter an SQL Server error with several invalid column name messages when you attempt to print a report, you may need to clear any applied filters before selecting the report.To do this, hold down the SHIFT key as you select the report.

This article applies to:

  • Product: Digita Practice Advanced