Custom Reporting

• Custom Reports
• Birthday Report for contacts
• Credit Notes Issued Report
• Is there a report to view a contact record creation date?
• How to get a list of Matters to show the type of Billing
• Custom List Views - Filters and Copy
• Creating Custom Contact List Views
• Data Source: Action Participant
• Data Source: Action
• Creating Custom List Views
• Data Extract Contains the Following Data - as at July, 2022
• Contact Custom List View or Contact Report
• Appointment/Calendar Custom List View or Appointment Report
• Disbursement List View or Disbursement Report
• Time Entry List View or Custom Time Entry Report
• Creating Custom Task List Views
• Data Source: Next occurring date in a set of data fields (1 row per action)
• Matter List View or Custom Matter Report
• Task List Custom View or Report
• Data Source: Sale/Purchase Data
• Data Source Task