Click the Reports option from your Left Menu Bar to see all of the available standard Reports within your database. When your Standard Reports page comes up, you'll notice that Redtail's default reports are organized into several categories; you can click on any of the individual Report names from within any of those categories to view a specific report. Within each of these categories, you may have multiple reports available.

 

 

 

• Below are screenshots of the reports available within each of these sections.
  
  
• Click on the links above the pictures to go to an article detailing each section.

 

 

 

Favorite Reports

 

 

 

 

Standard Account Reports

 

 

 

 

Standard Activity Reports

 

 

 

 

Standard Contact Reports

 

 

 

 

Standard Document Reports

 

 

 

 

Emails By Contact Report

 

 

 

 

Standard Fiduciary Reports

 

 

 

 

Notes by Contact Report

 

 

 

 

Standard Opportunity Reports

 

 

 

 

Standard Permission Reports

 

 

 

 

Standard Reminder Reports

 

 

 

 

Standard Top-N Reports

 

 

 

 

Standard Transaction Reports

 

 

 

 

Standard UDF Reports

UDF = User Defined Fields

 

 

 

 

Standard Workflow Reports