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Credenza Basic Features

 
Credenza Basic
Files / Projects / Clients
Track Time
Record Phone Calls
Messages and Callbacks
Integrate Contacts
Organize Email
Manage Appointments
Deal with Tasks
Manage Documents
Track Notes
Do Research
View Chronology
Time Entry Assistant
Produce Reports
Create Custom Pages
Complex Searches
Calculate Dates
Post Time to Accounting
Import Info
Encrypt Data
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Produce Reports

Credenza features numerous reports that allow you to view various cross-sections of your practice. Reports cover all of the essential elements in Credenza including Files, Time Entries and Phone Calls.

With the option to print, publish to PDF, or save to Excel, you can produce meaningful reports based on the information in Credenza. If you need to manipulate the data further then open the report in Excel and reorder the information as necessary. The options are limitless.

Example Report

The reporting capabilities in Credenza let you extract your information and manipulate the data to produce helpful summaries that help you manage your practice.

 
 

 
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