Reporting, Automations, and Other Integrations

Reporting

Intake Requests are available as a reportable dataset

Documents and Notes are available as sub‑entity datasets

Intake Request records are available for related entity Reporting

All Reporting respects feature visibility and security groups

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Automations

Automation rules support Intake Requests with triggers for:

• On Creation
• On Edit

For full information about the Automation feature click here

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Other Feature Integrations

Recent Places

Global Search

Replace a Person

Export Data

Export Account Data