Custom Reports
- How to Create a Custom Report
- How to Change Custom Report Columns
- How to Use Custom Report Summaries
- How to Download Custom Report Data
- How to Export Data from Senior Place
- How to Create a Client Birthday Report
- How to Create Task Custom Reports
- How to Create a Report Showing Interaction Notes
- How to Create a Report Showing Your Upcoming Tasks
- How to Create a Report Showing All Unpaid Invoices
- How to Create a Report Showing Community Contacts with a Specfic Title
- How to Create a Report for Referral Organizations in a Specific Zip Code
- How to Create a Report Showing Referral Contacts Assigned to a Specific User
- How to Create a Report Showing Workflows Set to Run Within the Next Week
- How to Create a Report Including Community Emails in a Specific City