KB Corner: Report Finder

September 2020    Tags: , ,
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Are you looking for a report with certain criteria, but not sure how to find it?   Read More...


Want to know if Platinum is right for your firm? Try out Tabs3 Platinum risk free for 30 days! This offer allows you to use all of the Platinum features with your own data for 30 days before determining whether Platinum will be a permanent upgrade.   Read More...


A new Separate PDF for each Sort option has been added to the Sort tab of both Generate Statements and the Detail Work-in-Process Report.   Read More...


I have a report that I run daily. However, when opening the report this morning, I noticed that the fields are already filled in and the settings are different than normal. How can I change the report back to the original settings?   Read More...


We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?   Read More...


I recently ran the Trust Account List and discovered that there are some trust accounts with Unpaid/Pending Transactions. Is there a quick way to determine what these transactions are?   Read More...


Some of our journal entries were accidentally cleared, but we are not sure how many. Is there a report that can provide a list of cleared journal entries dated for this month?   Read More...


Did you know that you can easily review past reconciliation reports when needed, right from the software?   Read More...


We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information?   Read More...


What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...


Did you know that you can print a report that provides various settings specific to users?   Read More...


Billing Q&A: Comparing Reports

June 2020    Tags: ,
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I was asked to run the Timekeeper Realization Report for the first quarter of the year. When I provided it to the attorney, she noticed that the Receipt Allocation Report for the same time frame had a different amount for her receipts. Why is this?   Read More...


One of our attorneys wants to compare the total of all payments received for the last two quarters, including any payments that have not been allocated. What report would give them this result?   Read More...


How can I easily see only the tasks I have that are due today?   Read More...


We recently switched to a new bank for our operating account. Everything is configured correctly, but when I run the Balance Sheet I see both the old and new accounts showing up. How can I stop the old account from being displayed?   Read More...


I want to see a list of all payments to FIRM in the last 3 months. Which report should I run for this?   Read More...


Besides the many reports included in Tabs3 and PracticeMaster software, you have several options for creating your own custom reports.   Read More...