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Legal Accounting 3
SECTION
7.2.1.1.6 - SOLICITOR PERFORMACE ANALYSIS
USAGE: To generate an analysis of
your Solicitors showing Billings for the period and year. The report is always
printed in Solicitor code order.
DISCUSSION: If you have chosen to allow short and long form reports, you will be asked USE LONG FORMAT REPORT? Choose the form you wish by entering Y or N.
You are next asked to specify the period you wish to
run the report for. By default, T.L.A. will offer you the current period,
however you might wish to only include sales up to the end of last period.
T.L.A. will ask you to enter the YEAR. Enter
L for last year, T for this year or N for next year. Then enter the PERIOD number. When you press <Enter> T.L.A. will display the starting and finishing
dates of the period you have chosen. Use this as a check that you have chosen
the correct period.
Next you will be asked, INCLUDE ALL SOLICITORS? If you enter Y all Solicitors on file will be printed and no further questions will
be asked. (Go to the START REPORT question.) If you press <ESC> you will return to the SOLICITOR MENU.
If you enter N to the above question, the
following series of questions will appear:
FROM SOLICITOR This is the lower limit of the Solicitor code. Here
you enter the code of the first Solicitor code you wish printed. The default
answer is blank. This will start printing from the start of the Solicitor file.
TO SOLICITOR This is the upper limit of the Solicitor code. Here
you enter the code of the last Solicitor you wish printed. The default answer
is zzz. This will end printing at the end of the
Solicitor file. This entry must not be less than the starting Solicitor code.
If you choose the default for both questions all Solicitors will be included.
At each point when answering
the above questions, you can press <ESC> and the program will reset
and return you to the SOLICITOR MENU.
When you have entered all the above information,
press <F10> and you will be asked, START REPORT? If you answer N, the program will reset and
return you to the beginning. If you enter Y, the screen will clear and
the Solicitor master-file will be read in. During this time the computer will
be selecting Solicitors according to the selection criteria you have just
entered and will generate the report.
When the report has completed, T.L.A. will return
you to the SOLICITOR MENU.
The selection criteria are printed in the heading
lines of the report. The report itself will detail the Solicitor code, Name,
Billings for the chosen Period, Billings for the chosen Year up to the chosen
Period, total Billings for the previous year, the average Billings for Last
Year and the average Billing for each period this year (up to and including the
chosen period).
At the end of the report, the total of each column
is printed.
