Back to Session Checklist: Start this year with everything you need.
If you’d like any help getting your account ready for the start of a new year, let us know and we’ll assist you. Be sure to have the following all set:
- Introduced and Amended Reports for daily review
- Reports with date limits that are up-to-date
- Clean up or add new Report Categories
- Check your Tracking Form for out-of-date selections
- Update report titles to reflect Organization name changes
- Check your users’ emails and update as needed
- Need access for a new user? Send us an email
Need to brush up on using CapitolTrack? Free Training will help you hit the ground running. Book an appointment today!