Reports

Reports are a valuable tool for managing your conveyance practise. You can generate reports that  allow your firm to track internal statistics such as number and type of files done by each conveyancer or numbers of files closing on a specific day. You can also generate realtor and referral reports that allow you to keep track of your referral sources and determine where you need to focus your marketing. Reports are also available for client history and closed files.

There are a number of reports avaliable in econveyance.  Reports are accessed from the Firm menu located on  the always available menu bar at the top.  Once the list of reports appears, click on the report you wish to generate.

Each report has parameters that allow you to customize the information that appears on the report. You can choose to generate reports for files opened by all lawyers/notaries or a specific lawyer/notary, all conveyancers or a specific conveyancer. You can select all file types or a specific file type, as well as, all completion dates or completion dates in a specified range.

Note:  If you are using Internet Explorer 8, depending upon your settings, you may see a pop up regarding viewing secure and non secure items. You must be sure that you allow access to the non secure items.

To print a report:

• Click on the printer icon on the toolbar
• In the print Options box that appears select to print All or specific pages and click OK
• The report will then be displayed to you in an Adobe window
• Click the printer icon on the toolbar
• Select the printer of your choice from the Print box that appears

To export a report:

• Click the Export icon on the toolbar (directly to the left of the printer icon)
• Select the format you wish to export the report in using the format drop down
• Select whether you wish to export All or specific pages and click OK
• You will then be prompted to open or save the document in the selected format

Econveyance Billing Report

To generate the Econveyance Billing Report, select the start date and the end date of the period you wish covered, using the calendar widgets and then click the Generate Now button.

The Econveyance Billing Report provides details of your econveyance account, including:

• Date and time the report was generated
• Report period (start date and end date of the reporting period)
• Your company name and account number
• Charges incurred during the reporting period which includes your file number, the user ID and name, Date the charge was incurred, a description of the file, the fee, the GST or HST and the total amount deducted
• Deposits or Adjustments during report period which includes the post date, a description and the amount
• Summary which includes your balance forward, total fees deducted, total GST deducted, total HST deducted, total deposits made and the new balance forward.