The clients report allows you to show information about your clients. This can include their age, their contacts, the contracts they have assigned and the dates of those contracts. As an example of how this report can be used, you are able to show clients that have started or finished within a certain date range.
To run the report, head to Reports on the main navigation bar and select Clients from the dropdown menu, before selecting your date range and team(s)
ℹ️ The default filters look to any client with an active contract within the set date range - if you want to see your current active clients, set the date range just for that date!
Report layout
There are two layouts that can be shown; list, and table.
List (default)
The list view is shown as a default and focusses on the client's details and important contacts. You will see their personal details at the top, with their client type in the top right corner. Their contracts are listed, but no dates are shown.
You will see their important contacts below which will be separated into people at the top and organisations below. NOK, GP and POA details will be highlighted where necessary.
Table
You can change the report layout to table, the main change is that this view shows all contracts assigned to that client as well as their start and, where relevant, finish dates.
You can still see some of the client's personal information, but the important contacts are omitted from this view.
Filters
The filters remain the same irrespective of which layout you are using.
Grouped by
Service contract types - Groups the clients based on their default service contract type
Client types - Groups the clients based on their client type
Client (default - Shows all clients in alphabetical order of first name
Report layout (see above)
Table
List (default)
Clients
Service contract type - Only show clients with that contract assigned
Client type - Only show clients of a specific client type
Reviews
Has review due - Only show clients with reviews due within the timeframe of the report
Date applies to
Bookings - Only shows clients with bookings within the set timeframe
Clients - Only shows active clients within the set timeframe
Contract start date - Only show clients with a contract that starts within the set timeframe (Not necessarily the client's start date if the client has older contracts)
Contract finish date - Only show clients with a contract that finishes within the set timeframe (Not necessarily the client's finish date if they still have other active contracts)
Date added - Only shows clients added to the management portal within the set timeframe