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Reporting

Routing sheet

The Routing Sheet report shows the status of project tasks and which tasks need sign off before the next tasks can begin.

View and print the Routing Sheet report

You can use either of the following methods:
  • Select
    File
    ,
    Print Reports
    , then
    Routing Reports
    .
  • If you have security permissions, right-click in the
    Manage Projects
     screen and select
    Preview Routing Sheets for Selected Projects
    , then
    Preview
     from the context menu.

Security permissions for reports

When you enable security permissions for a report on the
Security Groups setup
 screen, Practice CS may also give access to view the data available on the report. Also, when you remove the permission to view data, Practice CS may also remove access to related reports.
Go to the
Privileges changed
 pane on the
Security Groups setup screen
 to check which permission changes Practice CS has made after you enable access to a report.
For this report, if you've not enabled permissions for the
Menu, Setup Menu, Clients, View
 security option, Practice CS will enable full access to it.
If your firm has multiple offices, you may want to remove permissions to information for other offices.

This article applies to:

  • Product: Practice CS
  • Subject: Reports