Reports
Reports > (Select Category) Learn more about report generation and automation in uManage. Reports are available for the following primary categ...
Tue, 6 Dec, 2022 at 7:10 AM
Learn how to make Reports accessible through the Board Portal. Publishing uManage reports to the board portal consists of the following steps: Par...
Wed, 2 Apr, 2025 at 1:43 PM
Reports > Manage Report Subscriptions Use this page to view and manage report subscriptions. A Report Subscription allows you to save customized...
Wed, 2 Apr, 2025 at 12:20 PM
Reports > Manage Report Package A Report Package allows multiple reports to be generated and grouped together into a single report. It can be gene...
Wed, 2 Apr, 2025 at 12:42 PM
Reports > Client Activity Report > Manage Client Activity Report Use this page to create and manage the Client Activity Report. The Client Activ...
Tue, 9 Sep, 2025 at 4:37 PM
Reports > Client Activity Report > Manage Association Management Summary Use this page to create and edit Summary Sections for the Client Activ...
Wed, 2 Apr, 2025 at 1:34 PM
Learn how to set up the Client Activity Report for quick consistent Board Reporting. The Client Activity Report, or CAR for short, is a customized,...
Wed, 2 Apr, 2025 at 12:45 PM