How can I use custom report templates to evaluate law firm data?

How can I use custom report templates to evaluate law firm data?

This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com.

Background

Law firm data contains a lot of valuable information that should be used for law firm management. However, the evaluation is often difficult, because timeSensor LEGAL is a standard software which is used in different countries in different scenarios, which is why standardly given evaluations often do not fit exactly. That is why we have introduced the new "Reports" window in timeSensor LEGAL 9. You will find it in the Special area, in the Statistics button.

For the new module we use the 4D PlugIn "4D View Pro", an Excel compatible and Java based spreadsheet. The use of Excel for reports greatly facilitates the creation, use and distribution of evaluations. It also reduces the time and cost of producing a report.

You can create simple reports yourself: 4D View Pro supports the well-known 4D Write expressions with which you can insert information from the database into cells. For more complex reports, the Excel template must be filled with a script, which must be created by a timeSensor AG programmer or a certified partner. Sample report templates can be found in the download area of the Help Centre. These serve as inspiration or can also be imported and used directly.

Using the Report Window as an Administrator


 The available report templates are listed in the left-hand area of the window. The order of the reports can be controlled by drag & drop. You can also drag and drop report templates that you have found in the download area or that have been supplied to you by timeSensor AG or a certified partner.
 With the buttons below you can create new reports and delete or duplicate existing reports.
 Above the plug-in area, further information about the report may be displayed, which describes the report in more detail.
 In the output options, you can specify the settings for sending the report by email. This makes it easier to send the report quickly to the desired target person(s).
  The largest area of the window is occupied by the 4D View Plug In. Here the report can be edited, similar to Excel. Detailed information on the plug-in can be found here.
 The button "Execute script" can be used to execute a script stored in the report, which fills the report template. The function "Load script" is usually not needed, which is why it is protected with a password. Only use this function in cooperation with our support team.
 The "Print" button can not only print, but also save the report as an Excel file on the desktop or trigger the sending of an email.
The Edit Mode checkbox allows you to apply changes to the template. If this checkbox is activated and you switch from one report to another, or close the window, tSL will ask you whether the changes should be saved in the report template or not. Be careful! You should only save the report template back if you have deliberately changed it. If, on the other hand, you have filled a report template by executing a script, then you must not save it back, because otherwise you would lose your template! This is why the checkbox is normally not activated.



Using the report window as a user

If you do not have administration rights in timeSensor LEGAL, then using the report window is largely self-explanatory: open the window, click on the desired report:

Now click on the Execute Script button. The report is now filled with current figures:

You can then choose to print the report, save it as Excel on your desktop or send it by email.

Conclusion

The new report window supplements the evaluation options of timeSensor LEGAL by allowing the integration of law firm-specific Excel evaluations with manageable effort. Such evaluations can then be calculated with one click and sent as an email with two or three further clicks. This is how you get the best out of your law firm data!

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