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Juris Suite® Answer Center

Client/Matter Inquiry Analysis Tab

  • Updated

The Client Matter Inquiry Analysis Tab allows you to select fields of data within the inquiry and quickly represent the chosen fields in a Pivot Grid.

By default the fields may be set to 'False' for visibility.

To utilize the Analysis tab in My Time, perform the following:

  1. While in the Client/Matter Inquiry function with a category chosen, click on the Analysis tab. This will enable the Pivotgrid Fields button in the Content ribbon.
  2. Click the Pivotgrid Fields button to open the Field Properties dialog.

  3. On the right are field categories showing the status of visibility. Click on a category to access the field properties. They are displayed on the right.

You can reorganize the Fields. By default, depending on the Client/Matter chosen, fields are placed in the Filter Fields category under Non-visible. You can drag and drop the fields to the different categorical headings. The moves will be reflected on the display grid. The yellow arrow will indicate the new placement location.

 

Not all parameters can be changed. The parameters in bold are editable; those grayed out cannot be accessed.

  1. Click inside the property to change the parameter. To make the field available, change the Visibility parameter to 'True'. The parameter change will move the field out of the Non-visible area and under the heading. It will also be shown on the Pivotgrid Display pane.

    To make the fields, non-visible, drag and drop them back to the Nonvisible section.

  2. When you have completed changing the parameters click the Close button.

  3. The Pivotgrid fields changed to visible are displayed on the Pivotgrid ready to be used. Drag and drop the Fields to the appropriate location of representation.

    Before placing them in the Pivotgrid, you can filter the field results buy clicking on the small filter icon in the upper right hand corner and selecting the value.

  4. The change will be reflected in the display pane. Drag and drop the Fields in the Pivotgrid until the desired display is achieved.

Resetting Pivotgrid

You can reset the currently used grid or All the grids in the Client/Matter Inquiry. To reset, perform the following:

  1. Select the grid you wish to reset in the left pane.
  2. Click the Reset Pivotgrid button in the Content ribbon.

  3. Select 'This' or 'All' in the Reset Pivot Grid window.
  4. Click the Reset button.

  5. Click Yes to confirm.

Exporting a Pivotgrid

You can export a Pivotgrid as an Excel spreadsheet. To export a Pivotgrid, perform the following:

  1. Select the Pivotgrid to export.
  2. Click the Export button on the File ribbon.
  3. Enter the name of the file to be saved.
  4. Optionally, navigate to the appropriate location to save the file.
  5. Click the Save button.

Printing a Pivotgrid to a File

To print a Pivotgrid to a file, perform the following:

  1. Select the Pivotgrid you want to Print.
  2. Click the Print button on the File ribbon.
  3. Navigate to the appropriate location to save the file.
  4. Optionally, edit the name of the file.
  5. Click the Save button.

Extended Printing Functions using Print Preview

Using the Print Preview function allows you to access the following items:

  • Searching the report.
  • Saving the Report.
  • Printing the Report to a Printer.
  • Add a watermark or change the background color using the Background function.
  • Export the report to the following formats: PDF, HTML, RTF, Excel, Image.
  • Email the report to recipients in the following formats: PDF, Image.

To use the Print Preview, click the Print Preview button on the File ribbon. Utilize the Print Preview tool bar to make changes and utilize the functions listed above.

The Table Below summarizes the Print Preview functions.

Function Description
Search Search the Document in the Preview
Print Designer Opens Print Designer to make changes to the headers utilizing filters.
Open File Opens a document
Save

Saves the Print Preview document in native format. .PMX
Printer Selector Access the Print dialog allowing you to choose a printer in your selection.
Quick Print Prints to the chosen default printer.
Page Setup Allows you to set specifics when printing.
Header/Footer Opens the Header/Footer tool to customize Headers and Footers
Scale Allows you to adjust the percentage and page fitting.
Hand Tool Reverts back to function to grab and move display area.
Magnifier Allows you to toggle increase and decrease viewable size in the display.
Decrease, Enter Size and Decrease Allows you to decrease and increase the viewable size in the display pane.
Page Navigation Allows you to page back and forth. Also beginning and end.
Multiple Pages Allows you to view multiple pages on the display pane. Reduces the viewable size.
Background Allows you to customize the background.
Watermark Allows you to insert a watermark.
Export Allows you to export in different formats.
Email Allows you to email in various format attachments.
Close Closes the preview window.