Articles under this section
- Birthday Report for contacts
- Credite Note Issued Report
- Is there a report to view a contact record creation date?
- How to get a list of Matters to show the type of Billing
- Custom List Views - Filters and Copy
- Creating Custom Contact List Views
- Data Source: Action Participant
- Data Source: Action
- Creating Custom List Views
- Data Extract Contains the Following Data - as at September 26, 2020
- Contact Custom List View or Contact Report
- Appointment/Calendar Custom List View or Appointment Report
- Disbursement List View or Disbursement Report
- Time Entry List View or Custom Time Entry Report
- Creating Custom Task List Views
- Data Source: Next occurring date in a set of data fields (1 row per action)
- Matter List View or Custom Matter Report
- Task List Custom View or Report
- Data Source: Sale/Purchase Data
- Data Source Task
- Custom Reports