To Do List - Retainers report
This report displays the list of retainers that are due monthly and/or have fallen below their minimum balance. It also includes the date that a replenishment request was made last.
Report details
Filters
Report Fields:
Name
Balance
Replenishment
Last Request
More Report Fields (not preselected)
Days Elapsed
Finishing Choices
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Include Company Address
Include Report Date and Time
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