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By now the report Options and Order sections should be completed, and the selection screen displays.
To produce a report complete the options, order, selection (or List),columns, and attachments tabs in sequence. (See report format topic).
The Selection screen can limit the report to clients that fulfil certain criteria (the selection criteria will differ between reports depending on the information the report relates to).
If the fields on this screen are not available (for example, grayed out) the option to Select clients By list has been selected under the List tab. To change this setting:
Click on the List tab at the top of the screen.
Under Select clients, place the dot in By list.
Click the Selection tab to return to this screen.
In many reports there is an include section where clients can be included according to their client type. Providing both Personal clients, Businesses & Trust Clients are Included, if the rest of the fields on the screen are left blank, all the clients registered with Time & Fees (that is, at some time they have been posted to in either the Time Ledger or the Fees Ledger) will be included in the report.
Personal clients - select this option will include all personal clients.
Businesses - selecting this option will include all business clients (sole traders, partnerships, limited companies and other businesses)
Trusts - selecting this option will include all trusts.
To ensure all clients are reported on ensure Personal, Business and Trusts options are selected.
The fields are used to filter clients on each report will differ depending on the information a report relates to. This can vary from client identifier, job types, client categories and many more.
On many reports It is possible to restrict the report to certain clients based on their client identifier. The way this field is used will depend greatly on the client identifier naming convention that has been implemented throughout IRIS.
This field allows a number of wild cards and symbols to restrict the report to a certain client or clients, this can be achieved by either:
Enter a complete Client identifier.
If multiple clients are to be included enter up to 50, separated by a commas.
or, if the Client identifiers are not know:
Click the magnifying glass to the right of the Client identifier field.
Highlight the partner to include.
Click Select.
Repeat steps 1 - 4 for any other clients to be included in the report (the necessary commas will be entered automatically).
It is also possible to specify a range of clients in the Client identifier field:
Click in the Client identifier field and delete any exiting information.
Type or select using the magnifying glass the client identifier (or first part of) you want to run the report from.
Enter the range separator you have selected under the Practice Management (System) Options
Type or select using the magnifying glass the client identifier (or first part of) you would like to report to.
For example A001-A999 where A001 is the first client, the '-' is the range separator and A999 is the last client. If only the first part of the identifier is entered, all clients starting with that identifier will be included in the report (for example, the range A-B will include all clients with an identifier starting with either an A or B).
Client Categories (6)
In many reports it is possible to limit the clients displayed by using client categories. The client categories will be unique to your system, as they reflect the Client Categories created under the Practice Management (System) Options. If any of the six client categories that have not been set up on this screen they will be disabled (grayed out).
Do not click OK at this point, doing so will run the report with the options set on this page and those retained from the last time the report was run for the other pages.
To continue the reporting help topic click on the Columns tab at the top of the screen, and here for the topic on report Column selection.
Reporting Overview
Reporting format
Recommended reports (Time & Fees)
Memorised reports