What kind of reporting options are available in FoundationIP?
FoundationIP includes a powerful reporting engine, ready for use out of the box. This robust tool provides the following benefits:
- All data is reportable. Combine contact and matter data, or intertwine tasks and audit information.
- Visualize your results. Create powerful summary reports and create interactive charts, graphs, and maps with the Chart Designer.
- Publish your report as a Merge Document (MS Word, MS Excel, PDF), or share your chart with other users as a Dashboard widget.
- Manage your organizations reports with the Report Manager. Share with users or roles in bulk, categorize your collection, and audit usage.
- Automate delivery of reports by scheduling them for delivery at the frequency of your choosing. Alternatively, set-up organization defaults so that new joiners will automatically receive standard reports based on their role.