To learn the basics of the Timeline, view this article.

The Report Timeline acts as a hub for any related information for a specific report.

The Timeline can be accessed via the "Timeline" tab in the Report dialog.

The Report Timeline will display the following items:

  • Notes

  • Files

  • Activity Logs

  • Communication Logs

As with any Timeline, you can use the sidebar to filter the results or hide collated entries.

Any notes you create for your report will also be visible within the client's dialog.


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