Status 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.”

The Status Analysis Report provides the decision maker(s) with yet another tool to monitor and analyze attorney and assistant performance and the process of each case.

The Status Analysis Report offers essential, at-a-glance case progress information by focusing on the status code of each case rather than the case name or case type. The report also features two key dates: the date of the most recent change to the status code for each case (Status Date), and the date of the client’s first payment for each case (WIP Date).

In addition, current financial status is provided pertaining to total amount charged and total amount paid for each case.

The Status Analysis Report should be reviewed daily, weekly, monthly, and quarterly to assure proper, effective and timely management of all active cases.

status-analysis-report

The Status Analysis Report can be tailored to return results for all status codes for all case types for all divisions, all status codes for a particular division and or case type, or a particular status code for one or more divisions or case types.

Use JUMP KEYS Alt+W,N or click on Casework then Status Analysis Report from the main Taskbar to open Status Analysis Report from anywhere in the Geni Law program.

status analysis report

Upon clicking the report, the print overlay screen opens:

status analysis overlay mgmt

Follow these steps to customize the Status Analysis Report:

DATE START: Enter the desired date; default is current date

DATE STOP: Enter the desired date; default is current date

DIV: Select Division from the quick-pick list; default is “ALL”

CASE TYPE: Select Case Type from the quick-pick list; default is “ALL”

STATUS: Enter Status Codes from the quick-pick lists; default for each is “ALL”

SKIP: Select Status Code from the quick-pick list; default is “None”

COURT: Select the Court involved from the quick-pick list; no court will print if this item is left blank

Litigated Only: Select “Y”es or “N”o; default is No

Filed/Unfiled: Select “A”ll, “F”iled, or “U”nfiled; default is All

Problem Cases: Select “Y”es or “N”o; default is No

Active: Select “A”ctive, “I”nactive or “B”oth cases; default is Active

Order of Printing Select from quick-pick list; default is “W”IP Date:
“A” Action Date
“C” Client Code
“D” Status Code Date
“F” Filed With court Date
“O” Original Date
“S” Status Code
“T” Type of Case
“W” WIP date

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