Firm Summary Report
The 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.
- Related Topics:
- Firm Summary Options Tab
Use this tab to save sets of options for reuse. Summary report options control both the content and the formatting of a report. - Firm Summary Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for the Firm Summary Report
Use the New Section dialog box to select additional columns of information for each section on the summary report. Columns vary depending on which section you selected in the What to Include in Section drop-down list.
Parent Topic: Firm Reports