Customizing and publishing Billing Reports and Templates

Customizing and publishing Billing Reports and Templates

Billing Reports and Templates are customized and published the same way as Amicus Attorney Advanced Reports.

To customize a Billing Report or Template, Billing Users with security rights and the Report Builder installed may right-click on it (in the Billing-side Reports module) and choose Edit.

To prepare for publication, the customized Reports or Templates must be copied to the appropriate subfolder on the Amicus Application Server. The publication folder is \Amicus Attorney Server\SQLReportsTemplates\Billing.

To publish all Reports present in both Attorney and Billing publication folders, go to Firm Settings > General - Reporting Services and click Publish.

Important: When backing up or restoring supplemental data at the Server, remember to include the publication folders if any Reports or Templates have been customized.

For more information, see the "Using SQL Reporting Services Guide", available from the available from the Amicus Help Center and the Amicus Attorney Technical Resource Guides/Updates section of our website.