Creating additional versions of the Engagement Status report

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Follow these steps to create additional user versions of Engagement Status reports in the Reports list.

  1. Click the Administration button in the navigation pane and then click the Reports button.
  2. In the Reports list, click the Engagement Status report that you want to use to create a new report.
  3. In the Options pane, choose the client, engagement type, engagement status (In Process or Finalized), and the desired date ranges.

    You can enter dates in the date fields manually, or you can click the calendar Calendar button buttons and choose dates from the calendar that opens.

  4. Click the Save As button in the ribbon.
  5. Enter a name for the new report in the Name field and then click OK.

Related topic: Engagement Status report overview

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