11/28/22

Reporting on Projects Tasks Collection Sections

Covering general reporting for My Reports and Build reports. Building a Project list, Task list report, and collection sections (specifically lien sections).

PROJECT list includes a simple custom template for counting the number of cases in a phase.

TASK list report covers running general tasks when complete or not complete. You can also search for tasks based on text that contains specific words. Search for "Note: Text" criteria.

LIEN section reporting covers searching for specific lien entries based on provider name.

vinekills.com

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