Reports
Set up reports and issues
By Antoine1 author37 articles
Advanced Reports
Advanced Reports
- Adding a standard field into the alternate layout of advanced report
- Adding a user in a Report Group, Running Reports error message - Reports are not configured
- Advanced Reports - Firm's Name is shown as Standard Solicitors
- Advanced report is not producing expected results
- Advanced Report sent from the Task Server in wrong format
- Amend a standard report within Advanced Report Execution
- Bad Prepare Query error when running an Advanced Report
- Changing the recipient of an Advanced Report sent from the Task Server
- Reconciled Items report
- Reprinting a SIN/SIB from reports
- Report for opened matters in a certain date range with an archived date on
- Restrict the use of Advanced Reports to certain users
- Return matters which are live in Accounts but deleted\archived in Proclaim
- Running an accounts movement report
- Running reports in Detached Mode
- Unable to open field selector in Advanced Reports Creator
Import/Exports
Import/Exports
- Auto Email Import Feature Not Working Following A Server Migration
- Error Unable to export case to package - Broker System failure: Invalid state for deallocate
- Exclude header line in import
- Exporting Cases to Individual Folders
- Export Case/Diary/History not working
- Export files from a case to my computer
- Export has not imported into system
- Exporting the case handler option list
- Export History Lines in Excel
- Export the results of a query search
- FTP Imports not working since a server migration
- Import On Task Server Not Completing Import job Due to Length of time to Process
- SFTP export not working
- SFTP files not being exported from the directory monitoring
- Unable to export case to Package: A child row has multiple parents
- We have a file import from another Proclaim user but the files are no new case is set up