Summary 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 Summary Report is a valuable, on-demand report that shows the firm’s performance on a variety of levels for any time period. Show summary results by Division, Case Type or Representative for any time period. The report shows number of appointments made, number of appointments kept, number of WIPs (prospective clients that converted to retained clients and made a first payment towards the retainer amount), total charges, and total collections.

Create up to ten (10) fully customizable reports to track productivity for each Division, major case type or sub-groups within a Case Type. Case Type sub-groups are especially convenient for family and criminal law areas where case types are broken down into multiple sub-categories.

Another valuable aspect of the Summary Report is the ability to enter up to ten (10) Representative Codes to track productivity of billing professionals by Division. The full flexibility of the Summary Report also features the ability to set goals in addition to existing milestones to track expanded performance expectations.

To create a Summary Report from anywhere in the Geni Law program, click on the main Taskbar MANAGEMENT > REPORTS > PERFORMANCE REPORTS > SUMMARY REPORT:

 

summary report mgmt

The print overlay screen opens:

summary report overlay mgmt

 

Please make the following selections:

Enter desired Start Date; default is the current date

Enter desired End Date; default is the current date

Enter desired Report Date; default is the current date

SUMMARY TYPE: There are three (3) types from which to choose: DIV (Division Report), CASE (Case Type Report) and REP (Representative Report); a quick-pick list is available in each instance for ease of selection; the default is “DIV”

  • When “DIV” is selected, a quick-pick list appears for ease of selection
  • When “CASE” is selected, the next item marked DIVISION opens a small box under the Case Type and a quick-pick list appears to select a Division. As soon as a DIV selection is made a quick-pick list appears in the first box of the first row to select a case type. If more than one case type is desired, move the cursor down to the first box in the second row and make a selection from the quick-pick list. Repeat for additional case types up to a total of ten (10) different case types.
  • When “REP” is selected, place the cursor in the first box of the first row; a quick-pick list appears to select a Rep. If more than one Rep is desired, move the cursor down to the first box in the second row and make a selection from the quick-pick list. Repeat for additional Reps up to a total of ten (10) different Reps.

BREAK EVEN: You have the option to review the profitability of all three Summary Report types. Enter “Y”es or “N”o; the default is No

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

Enter number of copies

Press Print for the report results or ESC to return to the previous screen.