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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 for your organization!

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