Configure Osprey

Code Setup

• Adding a New Work Type (Browser)
• Creating a Fee Earner (Browser)
• Adding Activity Codes (Browser)
• Setting up J Codes (Browser)
• Adding Remuneration Types (Browser)
• Adding Standard Text
• Archive Fee Earners

Financial Setup

• Cheque Printing Setup

User Design

• Create Web Portal Enquiries & Questionnaires
• Create Custom Questionnaires
• Create Compulsory Fields in Client & Matter Extensions
• Create Client Extensions
• Create Matter Extensions

Tools & Utilities

Financial Periods

• The Interest Calculator

Include Documents

• Using Include Documents to Populate Headers & Footers

Portal Setup

Report Writer

• Completing the Report Specification Form
• Quick Start
• Add Report Types for your custom reports
• Create a Custom Report
• The Tool Box
• Adding an Image
• Parameter Functions
• Conditional Formatting
• Sorting and Totalling Groups
• Creating Charts
• Pivot Tables
• Using Tables to Display Data
• Schedule Your Custom Reports
• Set Permissions on Your Custom Reports
• Creating Calculated Fields