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 (retained clients that have made a 1st payment toward their case) by case.
From the main Taskbar select MANAGEMENT > REPORTS > PERFORMANCE REPORTS > CASE ANALYSIS REPORT from anywhere in the Geni Law program.
Upon clicking the report, the print overlay screen appears:
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; default is “O”
Status Code “D”ate
“F”iled with court 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 for both entries
Select Court involved; a quick-pick list appears for ease of selection
Select Print Order; default is “O”
“F”iled with Court Date
Status Code “D”ate
“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