Using the Report Pack B – PBI Reports
– Looking at Reports in Prime
With over 500 reports in Prime, each one able to filled with millions of combinations of data, people can feel somewhat overwhelmed. We thought it might be a good idea to review some of the most common and useful reports so you can feel more comfortable getting out the information you need.
What is the Report Pack B?
The Report Packs were sets of reports developed and marketed separately to users. (They are still available for older versions.) They are included as part of all newer versions of Prime.
Each Report pack has a menu that pops up the group of reports that are included.
Report Pack B has these reports included:
- Graph of PBI Cases Closed by County
- Graph of PBI Cases Closed by Problem
- Graph of PBI Cases Opened by County
- Graph of PBI Cases Opened by Problem
- Graph of PBI Cases Opened by Office
- PBI Lawyer Cases Referred
- PBI Lawyer Cases Referred
- Graph PBI Time to Refer by Problem
- Graph PBI Lawyers by County
- Graph PBI Lawyers by Problem
How can I choose this report pack to run?
We try to make it easy for you to run this report from multiple places. However, where you run the report depends on the version of Prime you are using.
- In versions prior to Prime 14 (if you have these reports)
- Go to the Reports Tab, Go to Clients Reports, Go to the pull down of ‘Reports that Prompt for Criteria’ and choose ReportPackB. The push button menu should appear.
- Go to the Today Screen and choose the Frequent Reports tab. If you added it to your frequent reports you can just select it and press ‘Start Report’.
- Depending on the version of Prime, if you go to the Report tab, you will see a choice of a Treeview of reports or a Preview Search screen for reports. Both of these allow you to find the reports you want AND get a preview of them before you run them. See below for more information about Tree View and Preview Search.
- In versions of Prime 14.
- Go to the Reports choice on the Ribbon Bar, or go to the Reports Choice on the TreeView menu. From there you can choose:
- The Report Selector, that allows you to choose a table and see all the reports under that table. Choosing a report automatically sends you to the proper place to select your criteria. Report Packs show up as a pull down in the second column.
- The Tree View of reports, which displays all the reports under each table in a tree view. Clicking on one will give you a preview. Double clicking will send you to the proper place to select your criteria. There is a major choice listing Report Packs.
The Preview Search screen, which allows you to search for a report name, a word in its description, etc. For example, if you choose report name and put in Fbasic*, it will show you a list of all the basic reports for all the tables. Double click on the report row to see a preview. Push the ‘Run Report’ button to be sent to the screen that allows you to select your criteria. Add it to your frequent reports by pushing the ‘Add to Frequent’ button. The report packs have the words “Report Pack” under the RLTable column.
- Use the Frequent reports tab off of the Today Screen if you’ve entered it as a frequent report.
How can I select the information I want use to fill the report?
These reports run primarily off of a range of dates. When you press a button to choose a report a set of date fields either appear on the page or you are prompted for dates.
What information do these reports provide?
The best way to find out is to bring the report pack menu on the screen and choose some reports. Three selections appear below.
Example Reports from Report Pack B
- This report shows you your panel of volunteer attorneys and how many have volunteered to handle each type of case.
- This is a list of attorneys and the cases they were referred during a particular period you designate.
- This chart show the cases opened by problem code for a designated period