Answer
Nov 14, 2016 - 03:16 PM
Knowing what type of report to build is a key step to building the correct report. If you are interested in invoice information, start with an Invoices Report. If you are interested in matter information, start with a Matters Report. If you are interested in firm information, start with a Firms Report. While some of the information may overlap (e.g. you can get last posted invoice information on a Matters Report), it is best to start with the type of information that matches the desired information. Feel free to contact Support if you have questions.
