Who is this guide for?
Accounts Users and Accounts Supervisors
This report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey TM by exporting to Excel.
Fee Earner – Tick this box to select only certain fee earners, or leave unticked for all fee earners.
Work Type – Tick this box to select only certain work types, or leave unticked for all work types
Private or LA – Leave on All for all clients or select Private or Legal Aid.
Type – Choose from All Matters, Live Matters or Archived Matters.
Date Filters – Enter the date range for the matters you wish to see
Summary – if ticked doesn’t include the fee earner or work type.
List of columns produced
|Summary Version||Normal Version|
|Client number||Client number|
|Client Address House||Matter number|
|Client Address Area||Fee Earner Code|
|Client Address Town||Work Type Code|
|Client Address County||Client Address House|
|Client Address Postcode||Client Address Area|
|Client Billing Address House||Client Address Town|
|Client Billing Address Area||Client Address County|
|Client Billing Address Town||Client Address Postcode|
|Client Billing Address County||Client Billing Address House|
|Client Billing Address Postcode||Client Billing Address Area|
|Client Name 1||Client Billing Address Town|
|Client Name 2||Client Billing Address County|
|Client Name 3||Client Billing Address Postcode|
|Client Name 4||Client Name 1|
|Client Name 5||Client Name 2|
|Client Name 3|
|Client Name 4|
|Client Name 5|
|Fee Earner Description|
|Work Type Description|
When the report has been generated to screen, select the export to excel rather than excel/csv option at the top right of the report. And then press Export. The File Download box is then shown. Select ‘SAVE’. At the top of the screen is a selection of save as – note this address or change it to a more familiar location i.e. c:\temp. Toward the bottom of the save dialogue box, give the file a name. The save as type should say Microsoft Excel worksheet.
Producing a Word Merge Document from a saved client list report.xls
(these instructions have been prepared using Microsoft Office 2003)
Open a blank word document.
From the top toolbar select Tools Then Letters and Mailings Then Mail merge.
The right hand side of the screen shows the mail merge wizard, as shown above, and will assist you through the process.
Select document type as Letters, and then click next:starting document from the bottom right.
How do you want to set up your letters? Select – Use the current document
Next: Select recipients
Select recipients: Select – Use an existing list
Use an existing list : Select Browse
A box is displayed – Select data source. Enter the location and name of the file saved in the instructions above.
If this is the first time of using this spreadsheet you will get the following screen. If the Data Link Properties does not appear you should continue further down the instructions
The database will now be loaded and its progress can be seen in the bottom left of the screen.
The ranges for merge can now be selected.
Select Entire Spreadsheet and then OK
The Client list is then displayed with all items ticked. It is now possible to remove the ticks from any that need to be excluded from the mail merge. It is possible to scroll the list across to the right to see more columns.
Select the OK button to proceed.
All the merge fields available for your letter are now available from the more items box on the right.
Start writing the letter to be merged inserting the merge fields in the appropriate places.
Once the letter is completed select – preview letter – , amend as necessary and then – complete the letters – and print.