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Reports and Dashboards

List reports

List reports let you print a simple hardcopy list of any groupings you've 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 display the default terms for these groupings, select
Help
 then
Enable Default Terminology
.
To view and print a List report, select
File
, then
Print Reports
. In the Print Reports screen, select one of the reports under Lists in the available reports pane and then
Select
.
Available List reports include:
  • Activities
  • Activity Categories
  • Client Groupings
    note
    When you enable security privileges for a report on the Security Groups setup screen, Practice CS 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 Menu, Setup Menu, Clients, View security option, full privileges will be enabled.
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Client/Engagement Listing
    note
    When you enable security privileges for a report on the Security Groups setup screen, Practice CS 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 Menu, Setup Menu, Clients, View security option, full privileges will be enabled.
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Clients
    note
    When you enable security privileges for a report on the Security Groups setup screen, Practice CS 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 Menu, Setup Menu, Clients, View security option, full privileges will be enabled.
    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
    note
    When you enable security privileges for a report on the Security Groups setup screen, Practice CS 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 Data, Time & Expense Entries, Review security option, full privileges will be enabled.
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Staff Groupings
    note
    When you enable security privileges for a report on the Security Groups setup screen, Practice CS 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 Menu, Setup Menu, Staff, View security option, full privileges will be enabled.
    If your firm has multiple offices, you may want to rescind privileges to information for other offices.
  • Staff Levels
  • Standard Text
If you get a SQL Server error with several "invalid column name" messages when you print a report, you might need to clear any applied filters before selecting the report by holding the shift key as you select it.

This article applies to:

  • Product: Practice CS
  • Subject: Reports,Dashboards