Modifying A Canned Report

The TrialWorks Closing Statement report is a perfect example of a report that would need to be modified before presenting it to a client.  To run this report, click on the ‘Current Case’ tab on the HOME ribbon. Then “Closing Statement”. Multiple closing statement report options are available. Select the appropriate report, and click “OK” to allow the report to settlement information from the settlement calculator.

Once the report has generated, the print preview menu allows for various options to edit and print.

Custom Sort: The custom sort, limit to category and filter features are available depending which report is run. For the Closing Statement Report, there is no need to filer based on internal firm criteria. Case list or Docket report, have the option to filter or sort by date, liability or Attorney/Support.

 Print: Select the number of copies and print.

  Email: Generate and send an email of the report using Excel, HTML format, or PDF formats.

 PDF or XPS: Save and/or print to PDF or XPS formats. PHOTO 7 & PHOTO 8
Word: Save in Microsoft Word format.
Text File: Save a text file, which will convert the report into plain text.

 Size: Change the size of the report by using standard Microsoft Office sizing charts. Modify to a letter sized 8 ½ x 11 to a legal size, 8 ½ x 14.

 Margins: Customize report margins to normal, wide, narrow, or customize to a user’s liking.

Setup: Print the report in portrait or landscape mode. The ‘Print Data Only’ checkbox will format without any excess lines and dots, printing only the necessary text and numbers in the report.

 Page Setup Button: Edit size, margins, page orientation, and  columns.

Zoom: Zoom in and out to preview the report before printing.




Pages: View report over one page, two pages, four, eight or twelve pages.

Close Print Preview: Close the preview to return to TrialWorks.

BlackBerry Internet Services and "Cannot connect to email server or invalid server name"

I just had to setup BIS for a customer and had a few problems. Proved to be a valuable learning experience.

When setting up BIS there is basically one error it will give, "Cannot connect to email server or invalid server name"

This error, however, can mean several different things.

Invalid address: check your address, it's generally https://mail.domain.com/exchange (for 2003) or /owa for exchange 2007.

Invalid logon name: it is generally DOMAIN\UserName

Invalid Mailbox name: this one is tricky... It's generally the same as user name, not necessarily what you find in System Manager. It has to be exact match to active directory. This setting is what got me today.

Email address must match the server address. So if you try to use karl@domain111.com when the server address is https://mail.domain222.com; it will fail.

Oh, and last but not least, invalid password.