[Account Owner] Approvals Report
For a report of your Deliverables, head to Approvals in your left-hand sidebar!
Need to see all your approvals, or search for something specific? Use the Filters:
Select the button Export to export the report in Excel format:
Items in the report include:
- Approval Type (Invoice, Subscription, DeliverableEngagement)
- Advisor Name
- Advisor Email
- Client Name
- Client Email
- Status (Pending Approval, Approved, Rejected)
- Reviewed By Name
- Reviewed By Email
- Reviewed By Date
- Engagement ID
- Office Name