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Return matters which are live in Accounts but deleted\archived in Proclaim

A
Written by Antoine Larsen
Updated over 3 months ago
  1. Enter Advanced Report Creator

  2. Create a new report

  3. Go to Add Field, Add Database Field

  4. From the Databases dropdown, select Accounts

  5. From the table list, select Matters

  6. From the field names list, select cMatter then click on the tick

  7. Stay in the field selector and change the databases dropdown to Proclaim Fixed

  8. From the table list, select case_record

  9. From the field names list, select case_no then click on the tick and close the field selector

  10. Go to Add Field, Add Calculated Field

  11. Under Fields used in this report, click on the calculated field then Edit field

  12. From the report fields list, double click case_record.Case Number, then Ok

  13. To the top right, there is a list titled Tables and joins in this report, select Case Record

  14. Click on View\Amend table links (the small grid icon to the right of the Tables and joins list)

  15. To the bottom of this window, click on Records do not need to be retrieved from this table (outer join) then Ok

  16. From the Show selection tests for dropdown, select Calculated Fields

  17. Click Add selection test

  18. Select the calculated field you created earlier from the left dropdown, change the middle dropdown to =, click the fixed value radio button and leave the value box blank, then click save

  19. Add fields to the layout and the report is ready to run now.

This is just the basic criteria to return these files, you can add more fields from the Accounts tables but nothing from the Proclaim tables as the case should not exist.

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