Access Legal OneOffice provides robust reporting tools to help users generate and manage various types of reports. This guide outlines the steps to create, run, and export reports, including financial reports, nominal movements, time transactions, and matter listings. If you wish to see the raw data behind the report query, please follow the steps below:
From the DPS Home Screen select Reports.
Select DPS Reports.
Click on a relevant tab, then double-click on the report you wish to run.
Enter the criteria you wish to run the report on, then click Run Report.
For financial reports, navigate to the Nominal tab and select the desired report type (e.g., Profit and Loss, Balance Sheet). Set the date range and criteria, and optionally apply a Chart of Accounts.
For nominal movements, go to Nominal Movement, set the date range, and specify nominal codes if needed.
For time transactions, navigate to Time Transactions, set the date range, and run the report.
For matter listings, apply the "Currently Open" or "Closed" filter, set the date range, and select the fee earner.
When the report window pops up, click on File, then select Export to Excel (Raw Data)
You can choose to export either the visible report or raw data for more fields. Use Excel to remove unnecessary columns or rows as needed.