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Using the Report Timeline

Learn how to use the Activity Timeline in the Report dialog

Updated over a week ago

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

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

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

The Report Activity 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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