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Advologix Matter Management
Search term
AdvoLogix Matter Management
Application Guide
Reports | Dashboards
Custom Report Types
Managing Custom Report Types
Managing Custom Report Types
See Force.com's Documentation:
Managing Custom Report Types
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:
Report Types, Tips, & Considerations
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Introduction to Folders
Topics
Analytics Overview
1
Analytic Tools
Custom List Views
1
Setting up Custom List Views
Reports
5
Reports
Viewing a Report
Edit an Existing Report
Create A Custom Report
Using the Report Builder
Custom Report Types
4
Custom Report Types
Creating Custom Report Types
Report Types, Tips, & Considerations
Managing Custom Report Types
Folders
4
Introduction to Folders
Create & Edit Folders
Filing Items in Folders
Deleting a Folder
Preconfigured Analytics: Reports and Dashboards OOTB
2
Preconfigured Reports for AdvoLogix Matter Management
Pre-configured Dashboards for AdvoLogix
Dashboards
5
Dashboards
Viewing a Dashboard
Creating a Dashboard
Using the Dashboard Builder
Editing a Dashboard
Other Resources
Application Guide
Accounts | Contacts
Matters
Activities
Communication
Comments | Files | Content
Time | Expenses
Calendars | Planning
Reports | Dashboards
Productivity
Administration
Training Guide
Getting Started
User Guide
Administration Guide
Integration Guide
Installation Guide
Technical Support
Release Notes
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