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 Division (profit centers). 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 Source Report provides the Total Number for a month, the percentage of the Total, the Total Cost, and the Case Cost for the following Sources:

BB Billboard Advertising
CC Current Client
DM Direct Marketing
FB Facebook
WEB Website (includes Internet/
OTH Other (includes Weekly Newspaper/Seminar/Magazine)
REF Referral
TV Television Advertising
YP Yellow Pages Advertising (includes all phone directories)

The grand total for the Total Number per month, the percentage of the Total, the Total Cost, and the Case Cost is provided at the bottom.

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

source report mgmt

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

source report overlay mgmt

Please make the following selections:

DIV A quick-list appears to select an individual DIV or EACH to receive a report for each division
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