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 whether the assigned employee is active and the length of time since the last activity.
- Related Topics:
- Firm Employee Assignment and Activity Status Columns & Groups Tab
Use the Columns & Groups tab to organize and group data on the report and to select the columns to display on your report. - Firm Employee Assignment and Activity Status Options Tab
Use the Options tab to select the employee-firm relationship type, colors for identifying employees and activity-related data, the date range of the data, and the types of activities to be included. For example, you could highlight in red any activities for which no client manager is assigned. - Firm Employee Assignment and Activity Status Charts Tab
Use the Chart tab to choose the type of chart to be displayed on your report. - Firm Employee Assignment and Activity Status Layout Tab
Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report. - Columns for Firm Employee Assignment and Activity Status
You can select the columns to display on your report.
Parent Topic: Firm Reports