Client Timeline Report

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

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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.
  • Description - any description that is on the event. For email, you will see the opening text of the email.
  • User - the user who created or modified the event
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