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Legal Accounting 3
SECTION 7.2.2.1.6 - MATTER TYPE PERFORMANCE ANALYSIS
USAGE: To generate an analysis of
Matter Types showing Billings for the period and year. The report is always
printed in Matter Type 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 MATTER TYPES? If you enter Y all Matter Types 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 MATTER TYPES MENU.
If you enter N to the above question, the
following series of questions will appear:
FROM MATTER TYPE This is the lower limit of the Matter Type code.
Here you enter the code of the first Matter Type you wish printed. The default
answer is blank. This will start printing from the start of the Matter Types
file.
TO MATTER TYPE This is the upper limit of the Matter Type code.
Here you enter the code of the last Matter Type you wish printed. The default
answer is zzz. This will end printing at
the end of the Matter Types file. This entry must not be less than the starting
Matter Type code. If you choose the default for both questions all Matter Types
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 MATTER TYPES 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 Matter Types master-file will be read in. During this time the computer
will be selecting Matter Types 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 MATTER TYPES MENU.
The selection criteria are printed in the heading
lines of the report. The report itself will detail the Matter Type 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.
