Reports III- Client Activity Report
00:00 Introduction
01:15 Access Module
02:45 Update Profile
03:40 CAR Setup
07:30 Set up Sections
15:50 Compile CAR Report
25:30 Process Report
30:00 Publish Report
35:00 Questions and Answers
Reports Workshop II
04:05 Report Subscriptions
08:32 Report Packages
13.50 Add a Cover Sheet
15:00 Run Reports
16:06 Report Packages
16:35 Report Subscriptions
17:01 Association Documents
20:11 Report History
21:32 Save to Association Documents
26:10 Board Portal
34:07 Firm Portal Folder
36:56 Firm Document Category
37:55 Run Packages
41:33 Upload Packages
43:39 Questions and Answers
Reports Workshop Basics
00:00 Introduction
02:25 User Access
07:25 Output Format
09:55 Options to Generate Reports
11:10 Create a Report
21:05 Subscriptions
42:30 Report Packages