Reporting

Interaction Listing report

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 DT Practice, 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, select Interaction Listing in the available reports pane and select the
Select
 button.
This report includes the following information for the date range that you specify:
  • Type:
     The type of interaction, such as note, phone call, phone message, or email
  • Source:
     The source of the interaction, such as DT Practice or Outlook
  • Date/Time:
     Date and time information for the interaction
  • Contact:
     The contact with whom the interaction took place
  • Of:
     The client or entity with whom the contact is associated, if applicable
  • Staff:
     The staff member who conducted the interaction
  • Subject:
     A brief description of the subject of the interaction, written by the staff member who entered it into DT Practice
  • Comment:
     Detailed text of the interaction that the staff member entered in DT Practice

This article applies to:

  • Product: DT Practice