Objectives

• Generate Contact Reports

Environment

• Reports Module

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Steps

The Reports Module has many useful predefined Reports that are segregated as per each related module.

App4LegalLEXZUR's Reporting Module can be accessed by clicking on the two arrows next to the Documents module.

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Reports → All Reports.

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You can access the Persons Per Group of Companies report from the Persons tab.

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Persons Per Group of Companies: Persons Contacts per group of companies: Contacts Per Group of Companies report requests the user to choose the Company Container in question. 

Once the Container is chosen, the Report will display all the Contacts Persons and Companies related to this Container.

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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!