Knowledgebase

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 Showing All Communities in a Specific City
  • 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

Categories

  • Clients
  • Communities
  • Custom Reports
  • Email Management
  • General
  • Getting Started
  • Invoices and Payments
  • Referrals
  • Signwise
  • Tasks
  • Users
  • Premium
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