Practice CS
The Key Totals portlet is available on the Firm and Client Dashboards.
This portlet provides production, billing, realization, and collection totals for the current day, period to date, year to date, and prior year to date. Totals for the firm are shown in the Firm Dashboard portlet; totals for the selected client are shown in the Client Dashboard portlet.
Related topics
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |