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Verlata Webinar - Actionstep Custom List Views
With the end of financial year fast approaching, this month’s webinar 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 us for this informative and valuable 45 minute session where you will learn how to:

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

Jun 11, 2020 11:30 AM in Brisbane

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Registration fee A$22.00AUD
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Maggie Raad
Client Onboarding and Training @Verlata Consulting
Kiana Larkins
Bookkeeper/Software Training Consultant @Verlata Consulting