Reports

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Reports

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Reports are just what they sound like: lists of data presented in various formats and with various filters for various purposes. All Sugar users have access to a wide variety of standard reports by clicking on the Reports menu at the top of the page. These reports include:

 

- Contacts added by office, interest area and region

- BD Activities by office, region and practice area

- Notable Legal Work by sector, jurisdiction, region and department

- New legal clients by country and region

 

And more...

 

You can tag one or more reports as a favorite by clicking on the star icon to the left of the report title.

 

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Shortcuts to your favorite reports appear in the Reports menu:

 

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