Migration Manager's Report Creator allows you to create user designed reports covering nearly any field / piece of data recorded in Migration Manager. The reports interface enables you to set a multitude of parameters to display the data you require. The following article sets out how to create a report that gives the user a list of all clients located at a specific office, and includes only Clients, not prospects.
1. Click the Reports button
First, click the Report button in the Main Toolbar.
The Report Selector window will now open.
2. Select the Category
Select the category you would like to create your new report. You can select an existing category, or add a new category by clicking the Add button.
3. Create new report
Click 'New Custom Report'
4. Set the fields to report on
Now select the data that you wish to report on by adding those data fields as columns to your report. By default, all reports will contain the Client File ID. To add additional columns to your report, click the 'Add' button, and select 'Add Column'.
The Column Selector window will now appear.
4.1. First choose the Category of field you wish to include in your report.
Click on a category to open available fields.
Tip - Some categories have a lot fields available to report on. Use the Search bar to narrow down the options.
4.2. Choose the field that you want to set as a column in your report.
Choose the field that you want to set as a column in your report. Click 'Add Column'.
4.3. Set any required Filter
You can also set a number of different filters so as to narrow the results which are returned. If you set a filter it will limit what is shown in accordance with the filter. Furthermore the available filters are different depending on what filter you are applying.
Example: In this example we can see that the report will be limited to providing data where a clients main office is listed as Perth, and the client status does not include Prospects. In this case the best option are 'Contains' or 'Does Not Contain';
There are two ways to add a filter.
4.3.1. Add filter to an existing Column
Right click on a column you have added to your report, and click 'Add Filter' to this Column
4.3.2. Click the Add Filter button
Click on the 'Add Filter' button
The Filter Selector window will appear
Either use the Search field, or manually locate the field you wish to select to filter.
4.3.3. Set the value of the filter
Now set the value you want the filter to filter by. In this case the filters are set to "Does Not Contain Prospect" as the client status, and "Contains Perth" as the file office.
Once you have applied the filter, click OK.
5. Generate the report
When you are ready to generate your report, click 'Generate'.
6. Review the Report Results
Once you have clicked 'Generate', the Reports Results window will appear with a list of matters and/or applicants which meet the search criteria.
Tip - If you want to view the Matter of a particular entry, right click the entry and click 'Open Selected Client File'
It is recommended that you save a copy your Report template for future repeated use. To do this, click the Save button and follow the prompt.
