Web Version - How to check eFileMadeEasy Reporting
Reports can be critical to your internal office procedures. Our reporting tool allows you to follow all of the filings made for any client during a current period. This can be important to law office management for recovery of costs and time management.
HELPFUL TIP: Run a report at least monthly to keep track of all pleadings filed and for billing costs.
Quick Instructions
Running a report in the eFileMadeEasy Web App consists of:- Selecting the REPORTING
- Using the Filters for the report
- Running the report
Detailed Instructions
HELPFUL TIP: Run a report at least monthly to keep track of all pleadings filed and for billing costs.
Selecting the TOOLS>REPORTING menu item will open the reporting window. Simply select the reporting items and click the GENERATE button. This will generate the report requested. You can run reports by date and limit the report by various items available. For example you can run a report for 06/01/2023 - 06/15/2023 and then limit the report by the filing attorney.
Notice that once the report is generated a CREATE CSV button will appear. This will allow you to download a CSV file (knows as a comma delimited file) which can be imported by any accounting software (i.e. Quickbooks, TABS, etc.) or into an Excel Spreadsheet. See Figure 2.
Once you get the CSV file into your accounting you can manipulate the data any way you determine to be used by your accounting program of choice.
That's it. You now have total control over the reporting, use, and cost aspect of eFileMadeEasy.
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