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Operational Tools, Reporting and Auditing

Operational Tools, Reporting and Auditing

Learn how to utilize our robust reporting, auditing and other operation tools to streamline operations Released in January 2025: Time Change Requests

Single Client Reporting / Auditing

Reviewing Client Activity History

Viewing the Audit Trail by Client

Cross Client Reporting / Auditing (Premium)

Activities Reporting and Auditing Across Clients

Using the Organization Wide Audit Trail*

Auditing Signatures in Hi Rasmus

Filter Pending Signatures by User or Signatory Type

Activity Time Change Requests

Activity Time Change Requests: Setup and Process Overview

Activity Time Change Requests: Setting Up Time Change Requests

Activity Time Change Requests: Requesting a Time Change on a Session Note

Activity Time Change Requests: Reviewing Time Change Requests