On-Demand Reporting
Pack Management
Alternative Reports
Scheduling & Distribution
Security
Distribution
Finishing
Report Statistics
Report Designer
Standard Reports
Extracted Data

Report Manager

Report-Manager talks to your different systems and offers one central place where all reporting requirements are satisfied. It reduces time and money spent on Report production and distribution allowing you to control what reports are produced, for whom, when and in which format.

Benefits Include:

Centralise access and control over all reports and information for all your systems.
Reduce time spent on Report Generation and Distribution by up to 90%
Improve security over who sees what, when and in which format.
On-Demand information in any format, including web and Dashboard.
Access to catalogue of Reports and extract files.

Why LUCID?

We've been there and done it, our experts are ex senior professionals from the Legal sector.
LUCID have designed tools and techniques that deal with the specific systems in the Legal sector.
We're cost effective; the time we save alone will cover our costs.
We are passionate about helping firms become smarter businesses.

What Now?

Phone UK: +44 (0) 203 411 8361 Ireland: +353 (0) 1685 2555 email: info@lucidsolutions.ie

Report Manager Key Features

On-demand reporting

Allows users easy access to run reports / generate information from multiple systems.
All reports users are authorised to see in one place.
Easy navigation allows reports to be grouped by department, category or type.
Reports can be generated in .csv .html .image .mht .pdf .rft .text .xls.
Smart parameters allows user levels to be pulled directly from Active directory.

Pack Management

Allows a number of different reports to be batched together to run as one process.
Pack Management
Reports can be generated in .csv .html .image .mht .pdf .rft .text .xls.
A number of reports run from different systems can be stitched into one finished pdf.
Smart parameters ensure reports are run/ information generated for relevant part of business.

Alternatives Reports

This deal with issue of different partners preferring different format of reports, e.g. fees report 1 is a colour graph report in excel and fee report 2 is same information in table format.
These reports can be linked to each other as alternates to each other.
This keeps user report directory clean as only their preferred format report will be listed.
When any of these reports are part of a batch the preferred report will run automatically.

Scheduling & Distribution

Schedule time and frequency for reports or Batches to run automatically.
This operate in same way as outlook as you can set time, frequency, number of occurrences etc. for reports and batches.

Security

Security allows you to lock down access to information at Group, User and Report levels.
If you are a member of the Partner group you will have access to certain information, like wise if you are a partner in the Litigation department the reports generated will automatically run for relevant department, practice area etc.
Security settings to run reports is separate to settings to view reports, this allows you to give access to a secretary or pa to run reports for partners but not to view the output.

Distribution

This feature deals with automated distribution of reports / information.
Automate distribution of information via web, dashboard or email.
Reports can be saved into specified areas and notification email sent.
Reports can be emailed using Outlook privacy setting.

Finishing

A number of reports run from different systems can be stitched into one finished pdf.
This facilitates easy printing as batches or packs of reports can be stitched together in the correct order.
It also ensures easy viewing where batches or packs are being emailed; there is one file to review for batch or pack as opposed to one file per report.

Report Statistics

Full audit trail of which reports have been run, viewed, altered by whom and when.
Statistics for reports including last time run, most frequently used, least frequently used.
Allows proactive monitoring of which reports are working well and which ones are not.

Report Designer

Allows ad-hoc reports to be created easily.
Our report designer features include ability to create relationships between tables that do not exist in the originating database.
Easy alignment, pivot tables and cubes makes our report designer a powerful tool that will work with most databases.

Standard Reports

Report Manager comes with a catalogue of Reports written by business analysts.
The Reports include work-in-Progress, Debtors, Lockup, Fees, Profitability, Productivity, General ledger & Financial Reports.

Extracted data

Report manager has a number of data views that are available for drill down & analysis.
These include Work-in-Progress, Debtors, Fees etc.

What now?

Phone UK: +44 (0) 203 411 8361 Ireland: +353 (0) 1685 2555 email: info@lucidsolutions.ie