Case Analysis Report

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”

This report is used to show action dates, case status, filed cases, new appointments and WIPs by case (retained clients that have made a 1st payment toward their case).

From the main Taskbar select CASEWORK > CASE ANALYSIS REPORT from anywhere in the Geni Law program.

case analysis main

Upon clicking the report, the Print Case Analysis Report overlay screen appears:

case analysis report

Please make the following selections:

For most of the selections quick-pick lists are provided so you can move through the print screen quickly.

Select the Date Type:
“A”ction date
Status Code “D”ate
“F”iled with court date
“O”riginal date
“W”IP (retained) date

Enter desired Start Date; default is current date
Enter desired End Date; default is current date

Enter Division; default is “ALL”

Enter Representative; default is “ALL”

Select Case Type; default is “ALL”

Select Case Status; default is “ALL”

SKIP; default is NONE – otherwise a quick-pick list appears to select a particular status code

Select Related Party by type and name; quick-lists appear for ease of selection

Select Court involved; a quick-pick list appears for ease of selection

Select Print Order:
“A”ction date
“O”riginal Date
“F”iled with Court Date
Status Code “D”ate
“S”tatus Code
“W”IP date
“T”ype of Case

Enter “A”ctive clients, “I”nactive or “B”oth; default is “A”ctive

Select print to “S”creen or “P”rinter; default is “P”rinter

Enter number of copies

Press Print for print results or ESC to return to the previous screen