Client Timeline Report

This report shows all client timeline entries within a date range you select. You can also filter by client and  type (such as Transactions and Tickets) to narrow the results.


The columns on this report are as follows:

  • Date - The date of the event
  • Type - The type of event such as "To Do" or "Email"
  • Client Name  - The name on the Account where the event took place
  • Title - The title of the event. For emails this will be the subject line of the email.
  • Amount - The amount of the transaction.
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