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 if the assigned employee is active and the length of time since the last activity.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.