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When viewing an individual client, you may enter the individual client reports in Ubersmith by clicking the Reports Tab located within the orange action bar.
Select Report The available reports for a client are contained within the orange action box. These links are also available in the orange action bar contained within the tab navigation.
Quick Stats You may select a favorite report graph to be shown when viewing the client report dashboard. The default may be changed at any time by selecting a new graph from within the Select Graph pulldown menu.
Latest Activity Recent Events The 5 most recent events for the selected client are displayed. To view all events, click the link in the Recent Events header stating [View All xxx].
Recent E-Mail The 5 more recent email messages that Ubersmith has sent to the client are displayed within this section. To view all mail sent to the client, click the link in the Recent E-Mail header stating [View All xxx]. |