Firm Reports

On firm reports you can review business address and contact phone numbers as well as information about the projects associated with each firm. You can also set up and print form mailing labels.

Related Topics:

  • Firm Audit
    The Firm Audit report shows the user IDs and dates for each update, delete, and insert action performed on records in the Firms hub. If a firm record is deleted, the name of the firm is blank wherever that firm is listed on the report.
  • Firm Audit Detail
    The Firm Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Firms hub. If a firm record is deleted, the name of the firm is blank if that firm is listed in the report.
  • Firm CRM Summary
    The CRM Firm Summary report shows all information entered in the Firms hub, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
  • 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.
  • Firm List
    The Firm List provides details from the Firms hub.
Parent Topic: Report Descriptions