Reports > Client Activity Report > Manage Association Management Summary


Use this page to create and edit Summary Sections for the Client Activity Report.


Summary sections are created at the Association level to provide more detail to the sections and allow for greater customization. 


Add a New Summary Section


Step 1. Navigate to Reports > Client Activity Report > Manage Association Management Summary.


Step 2. Select Add Summary Section from the Page Actions drop down menu. 


Step 3. Complete the Association Section window.


  • Association- Select the correct Association from the drop down menu.

  • Firm Section- Select the correct Firm Section from the drop down menu. 



Step 4. Click the Save button when complete.