Before you begin: For PC users only, we invite you to install the Office Suite tools if you have not already done so. Note that the administrator rights of your workstation may be required to proceed with the installation. In this case, contact your system administrator.
Step 1: Go to the "Admin" tab of the general menu.
Step 2: Click on "Excel" on the "Template Management" tile.
Step 3: Click on the download at the bottom of the screen to open Excel. In the tab JurisEvolution - Web, click on the icon ''Manage templates''.
Step 4: Click on the "Add Record" icon to create a new template.
Step 5: Give your new template a name and description and save using the green check mark.
Step 6: Select the new template and click on "Edit Template".
Result: A new Excel template will open. A new analysis template is always blank. Only the "system" sheets are shown. These sheets should not be altered. These are the ones that will be used to update the report when it is generated and will allow you to produce your Excel formulas.
Tips & Tricks
Any sheet not relevant to the analysis being created can be deleted. However, used sheets should not be renamed or deleted. They can be hidden.
It is recommended to use a reference period to integrate a model more easily. To do this, delete the sheets that will not be used, save the model, produce the financial analysis (Reports tab > Financial Analysis tile) for a short period by selecting the newly created model. Then, copy/paste the contents of the tabs into those of the model being integrated.
System content
The following sheets are available, and work as described:
Info
Various reference dates for the analysis including the period requested for the report.
Matters
Complete export of all records regardless of the period requested in the report generation parameters.
Accounts
Monthly balance of General Ledger accounts for the current fiscal year and the previous 24 months. The first date column always represents the first month of the current fiscal year.
Debit Account
Monthly debit balance of General Ledger accounts for the current fiscal year and the previous 24 months. The first date column always represents the first month of the current fiscal year.
Credit Account
Monthly credit balance of General Ledger accounts for the current fiscal year and the previous 24 months. The first date column always represents the first month of the current fiscal year.
Activities
Complete export of activities for the requested period in the report generation parameters.
Repartition
Breakdown of payments detailed by employee for payments received in the period requested in the report generation parameters. The dates of the payments are used to respect the dates of the report, i.e. only the payments received in the requested interval and their related invoice will be displayed in the report.
Operations
Total transactions in $ and/or hours per employee per day for the period requested in the report generation parameters.
TEC
Export of jobs in progress for the period requested in the report generation parameters.
JurisMandate
Tab available for JurisMandate users only. List of matters whose opening date is included in the period requested in the report parameters as well as the activities using specific codes recorded in these matters.
Additional content
In addition, the following sheets are available within the user's authorized viewing rights:
Name of the Excel sheet | Exported information |
F360File | Folder Window - Folder View |
F360DetailFolder | Folder Window - Detailed Report |
F360DetailO | Folder Window - Detailed Report - Active Folder only |
F360DetailFolder | Folder Window - Detailed Report - Closed Folder only |
F360Corpo | Folder Window - Corporate Information View |
F360TecAll | TEC Window - All View |
F360TecFile | TEC Window - Folder View |
F360TecClient | TEC Window - Client View |
F360TecERC | TEC window - ERC view |
F360TecERD | TEC window - ERD view |
F360TecEmployee | WIP Window - Employee View |
F360TecEmployeeDossie | WIP Window - Employee/File View |
F360ActRegistrationAll | Registered Activity Window - All |
F360ActRegisterEmploy | Registered Activity Window - Employee |
F360ActEnregisterEmployeCode | Registered Activity Window - Employee/Code |
F360ActRegisterEmployeeFile | Registered Activity Window - Employee/File |
F360ActRegistrationFile | Registered Activity Window - Folders |
F360ActFactAll | Invoiced Activity Window - All |
F360ActFactEmploy | Invoiced Activity Window - Employee |
F360ActFactEmployeCode | Invoiced Activity window - Employee/Code |
F360ActFactEmployeeFile | Invoiced Activity window - Employee/File |
F360ActFactFile | Invoiced Activity Window - Folders |
People | People window - People involved in the cases only |
Referencing | Referencing of active clients and files as of the end date of the requested advanced analysis report |
ReferencementComplet | All client and file referrals (even those with an end date) |
FoldersCustom | Legal section fields customized by file type presented line by line. The number of columns is fixed. |
CustomFoldersH* | Fields of the legal sections customized in columns. Each column represents a field, the column title is the "section name | field" |
FoldersCustomH_ID** | Customized legal section fields in columns. Each column represents a field, the column title is the field ID. |
Warning:
* In the event that fields have the same name, but a different ID (unique identifier), it is essential to use the following template "CustomFilesH_ID". If 2 fields have the same name, you will get only one column in the Excel export for both information. Note that if you add a legal section, the order of the columns will be altered as they are sorted in alphabetical order.
** If 2 legal sections in 2 matter types have the same ID (unique identifier), you will get only one column in the Excel export for both sections. It is recommended to use the same ID for the same data. Note that if you add a legal section, the order of the columns will be altered since they are sorted according to an alphabetical/numerical order of ID. It is suggested to add IDs always in ascending order to avoid this situation.