Firm Employee Assignment and Activity Status Report

Use this report to identify firms that may require more attention. The report shows you whether an employee is assigned to a firm in a particular role, such as client manager, and when the firm was last contacted. Color coding indicates if the assigned employee is active and the length of time since the last activity.

Chart Tab

Use the Chart tab to choose the type of chart to be displayed on your report.

Layout Tab

Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report.