Aware reporting is available to be done at any time in an ad-hoc manner. Below are the steps on how you are able to perform this reporting.


Steps

A library of standard report templates are here. Each formatted differently. You may choose whichever is most suitable.


1) Selection

Navigate to and select the report from: http://reports.maddocks.com.au/Reports/browse/Aware

 

Once you’ve selected the report, enter the Client Code and Period you want to report, then click View Report. For example:

 

 

The Period is the financial period in the format [Financial Year][Month of FY]. For example, 202207 is the ‘2022’ financial year and ‘07’ month of the financial year: January 2022.

2) Review

You will be presented with a list of client matters for the period. If the list is long it will be split across several pages – click the arrow buttons to move between pages.

 

Once reviewed, save the report. The report can be saved in various formats including Excel and PDF.

 

 

Note: The file will download to your downloads folder.

3) Prepare

Once saved you have the ability to amend the report format further in the application you have saved, e.g. Excel.

 

Feel free to change the formatting if needed. Or to remove any information which is not required.


Support

To assist with the process we’ve listed some resources below.

 

Technical

For general issues and requests, please contact the helpdesk on 03 9258 3677 or [email protected]

Training

For training on using Excel there are videos Technology Training videos here.

Data

For data related questions, please contact [email protected]