Quick Tip: Report Finder

April 2015    Tags: ,

Are you looking for a report with certain criteria, but not sure how to find it? Knowledge Base Article R11612, “Report Finder: Info in Tabs3 Reports,” provides a checklist of options that, when selected, provides a list of reports that will show the desired information. For example, let’s say you need a report that shows Billed Hours, Write-Ups/Downs, Write Offs, and the Amount Due. Select those check boxes, and you can see that there are two reports that have all of those options. Additionally, you can easily access more information on the resulting reports by clicking on the View Report button, which opens the report pack to the page of the desired report. Stop running random reports trying to find the perfect one; instead, use the Report Finder and find what you need first.

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