Client Timeline Report

This report shows all client timeline entries within a date range you select. You can filter by client and type, such as Transactions and Tickets.


The columns in this report are as follows:

  • Date - The date of the event.
  • Type - The type of event, such as a "Ticket" or "Email".
  • Client NameĀ  - 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.
  • AmountĀ - The amount of the transaction.
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