Firm List

The Firm List provides details from the Firms hub.

Firm Hierarchy

You can establish a firm hierarchy in the Firms hub. The hierarchy tree makes it easy to navigate between a parent firm and subsidiary records.

You can group or sort data on this report by the firm hierarchy. To do that, select a parent criterion, such as Parent on the Sorting/Grouping tab. The criteria that are available depend upon the levels of the hierarchy established in the Firms hub. When you report by firm hierarchy, be sure to select Firm Number as a sorting and grouping criterion.

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.

Related Topics:

  • Firm List General Tab
    Use the General tab to select report options for the Firm List and to save sets of options for reuse.
  • Firm List Columns Tab
    Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
Parent Topic: Firm Reports