Case Type Source 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 advertising report automatically collects and sorts the source of new clients by Case Type. This information gives management the necessary tools to make informed decisions concerning advertising budget allocations. The report is presented by month and year and is most valuable when considering advertising strategies for the upcoming year.

The Case Type Source Report provides the Case Type, each of the various Source Types and the total number of each Case Type per month, and the total for the month. For example:

Case Type: BKR13 (Bankruptcy 13) February
DM 4 (Direct mail)
WEB 6 (Website)
CC 1 (Current Client)
BB 1 (Billboard)
REF 1 (Referral)
TOTAL 13

From the main Taskbar, click on MANAGEMENT > REPORTS > ADVERTISING REPORTS > CASE TYPE SOURCE REPORT to open Source Report by Case Type from anywhere in the Geni Law Program.

source by case mgmt

Upon clicking on the Source Report by Case Type, the print overlay screen opens:

source by case mgmt overlay

Please make the following selections:

DIV A quick-list appears for ease of selection
End Date Enter the desired end date
Print to 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