Firm Dossier 

 

Purpose:  This report can be run using the selection criteria, allowing the user to specify which firms to include, or specify one firm. For the date range specified the report shows a summary of key information for the firm along with linked employees.

 

Launch Point:  This report can be launched from the following location(s):

 

      Firms → Reports → Other →

 

Example:  When the report is launched the report wizard will open.