Base Builders Knowledge Base
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Reporting

  • Introduction to Reporting
  • Running Quick Reports
  • Building and Using Queries
  • Jumping to Related Records
  • R&D Tax Credit Reporting
  • How to Run Your E&O Renewal Report
  • Setting Up E&O Category Tracking
  • Understanding Found Sets, Inverse Queries, and Hidden Records
  • How to Run a Labor Report
  • How to Run a Utilization Report
  • How to Use the Advanced Query Editor
  • How Found Sets, Hidden Records, and Reports Work Together

Categories

  • Getting Started
  • Building Queries
  • FAQs
  • Reporting
  • Time Tracking
  • Onboarding
  • Invoicing
  • Batch Actions
  • Proposals
  • Projects
  • Roles and Rates
  • Consultants
  • Calculations
  • Definitions
  • System Administration
  • Managing Users
  • Settings
  • Settings - Contracts
  • Accounting Integration
  • Subscription & Receipts
  • Trouble Shooting
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