Titles overviews
Titles overviews provide access to a number of reports about titles. These reports can be found in the Wise client at Titles > Overviews. Wise uses a reports generator that is linked to the staff client. The reports generator ensures that all data is retrieved and presented in the correct manner. Once all data is retrieved and the report is compiled, it will display in your web browser. For more information, see View reports.
- Budgets overview
- Learn how to create a budget overview of material expenses in the Wise staff client.
- Budget entries
- Learn how to generate a report that includes manually created budget entries in the Wise staff client.
- Title messages work list
- Learn how to create a title messages work list to view messages that are not associated with titles in the Wise staff client.
- Recall letter outstanding orders
- Use Recall letter outstanding orders to generate a letters to vendors for outstanding orders in the Wise staff client.
- Unprocessed order requests
- Learn how to create an overview of unprocessed order requests in the Wise staff client.
- Recall ordered items
- Learn how generate a report of outstanding open orders in the Wise staff client.
- Merged titles
- Learn how to create a report that shows an overview of titles that have been merged during a selected time range.