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Standard Reports

Click the Reports option from your Left Menu Bar to see all of the available standard Reports within your database: 

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When your Standard Reports page comes up, you'll notice that Redtail's default reports are organized into several categories; you can click on any of the individual Report names from within any of those categories to view a specific report. 

Within each of these categories, you may have multiple reports available. Below are screenshots of the reports available within each of these sections. You can click on any of these reports within your database to see actual examples of the Reports themselves. There are also detailed write-ups on each of the reports within the Helpdesk, which you can search for by the report's name. Or, click a report section heading below, e.g. "Accounts", to get quick access to the help docs for each report within that section.

Favorites

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The reports that display in the "Favorites" reports section will be different for each database user, depending upon which standard reports they have marked as favorites within their database.

Accounts

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Activities 

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Contacts 

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Documents

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Email

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Fiduciary

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Notes 

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Opportunities

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Permissions

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Reminders

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Top-N Reports 

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Transactions

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User Defined Fields

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Workflow Reports 

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