Lunch & Learn: Custom Reports/List Views

Lunch & Learn: Custom Reports/List Views

Verlata Consulting

Proudly presented by Verlata Consulting

This month’s Lunch & Learn is all about custom reports (also known as list views) in Actionstep.

Custom List Views in Actionstep can provide immediate benefit to your firm by displaying information that you specifically want to capture. There are a variety of options and opportunities to slice and dice your data and give you quick, easy, exportable reports.

Join Verlata Consulting for an informative Lunch & Learn session about:

  • Build custom lists by matters, tasks and contacts.
  • Apply and save filters on list views.
  • Export list views to Excel for external reporting.
  • Use Heads Up Rules to have lists sent automatically on a set frequency to you and your team.

These highly popular sessions are strictly limited to 20 spaces, so make sure you reserve your spot today!

Please note: this Lunch & Learn will be based on an Enterprise system. If attendees are on Express or Practice Pro, please let us know in advance so we can tailor our sessions accordingly.

Location & Dates

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Reserve your space

Price: $45 per person (+ GST & bf)

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