Follow

Standard Reports

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

reports.png 

When your Standard Reports page comes up, you'll notice that Redtail's default reports are divided into several categories, with the default reports for each Category accessible by clicking the Category on the left. You can then 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.

Accounts

acre.png

 

Activities 

actre.png

 

Contacts 

core.png

 

Documents

dore.png

 

Email

emre.png

 

Fiduciary

fiduciary_reports.png

 

Notes 

nore.png

 

Opportunities

opre.png

 

Permissions

pere.png

 

Reminders

rere.png

   

Top-N Reports 

tore.png

Transactions

trre.png

  

User Defined Fields

udre.png

 

Workflow Reports 

wore.png

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk