Reports allow the practice to analyze the data stored within TotalABA. Many commonly requested reports have already been created by Inviscid. Essentially, if the data is available in TotalABA, it may be used in a report.

See the help provided by Salesforce for details on how to use and create reports. 

GET STARTED WITH REPORTS VIDEO HERE

You can also contact support at TotalABA to help you create any reports you require.

Another option for display and filtering data is by creating views. This is done by the Create New View link at the top of each list for most tabs in TotalABA. You are restricted to displaying/filtering data only for that record type, but it is a quick and simple option.