Interaction Listing report

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.

Characters left:

Note: This report is available only if your firm is licensed for the Client Management module.

The Interaction Listing report is a Client Management report that enables you to view all interactions entered into Practice CS, grouped or sorted as needed. For example, you may want to group interactions by client so you can trace the communications between your firm and its clients.

To view and print the Interaction Listing report, choose File > Print Reports. In the Print Reports screen, click Interaction Listing in the available reports pane and click the Select button.

This report includes the following information for the date range that you specify:

Share This