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You can create reports to see information about multiple clients all at the same time.

Available Reports for Tracker BI

Disclosures Sent

This report allows you to view electronics sent within a specific time frame and using a specific delivery method.

Disclosures Sent Report Parameters

Electronic Consent

Electronic Consent Report Parameters

Tracker BI Pending Mail Delivery Report

Tracker BI Pending Mail Delivery Report Parameters

Tracker BI Work Items

Tracker BI Work Items Report Parameters

Tracker BI Work Items w/Client Discussion Details

Tracker BI Work Items w/Client Discussion Details Report Parameters

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