Total Legal Accounting 3
SECTION 184.108.40.206.6 - MATTER TYPE PERFORMANCE ANALYSIS
USAGE: To generate an analysis of Matter Types showing Billings for the period and year. The report is always printed in Matter Type code order.
DISCUSSION: If you have chosen to allow short and long form reports, you will be asked USE LONG FORMAT REPORT? Choose the form you wish by entering Y or N.
You are next asked to specify the period you wish to run the report for. By default, T.L.A. will offer you the current period, however you might wish to only include sales up to the end of last period. T.L.A. will ask you to enter the YEAR. Enter L for last year, T for this year or N for next year. Then enter the PERIOD number. When you press <Enter> T.L.A. will display the starting and finishing dates of the period you have chosen. Use this as a check that you have chosen the correct period.
Next you will be asked, INCLUDE ALL MATTER TYPES? If you enter Y all Matter Types on file will be printed and no further questions will be asked. (Go to the START REPORT question.) If you press <ESC> you will return to the MATTER TYPES MENU.
If you enter N to the above question, the following series of questions will appear:
FROM MATTER TYPE This is the lower limit of the Matter Type code. Here you enter the code of the first Matter Type you wish printed. The default answer is blank. This will start printing from the start of the Matter Types file.
TO MATTER TYPE This is the upper limit of the Matter Type code. Here you enter the code of the last Matter Type you wish printed. The default answer is zzz. This will end printing at the end of the Matter Types file. This entry must not be less than the starting Matter Type code. If you choose the default for both questions all Matter Types will be included.
At each point when answering the above questions, you can press <ESC> and the program will reset and return you to the MATTER TYPES MENU.
When you have entered all the above information, press <F10> and you will be asked, START REPORT? If you answer N, the program will reset and return you to the beginning. If you enter Y, the screen will clear and the Matter Types master-file will be read in. During this time the computer will be selecting Matter Types according to the selection criteria you have just entered and will generate the report.
When the report has completed, T.L.A. will return you to the MATTER TYPES MENU.
The selection criteria are printed in the heading lines of the report. The report itself will detail the Matter Type code, Name, Billings for the chosen Period, Billings for the chosen Year up to the chosen Period, total Billings for the previous year, the average Billings for Last Year and the average Billing for each period this year (up to and including the chosen period).
At the end of the report, the total of each column is printed.