Client Reports Overview

On client reports you can review business addresses and contact phone numbers, as well as information about the projects and opportunities associated with each client. You can also set up and print client mailing labels.

Related topics:

  • Client Audit
    The Client Audit report shows the user IDs and dates for each update, delete, and insert action performed on records in the Client Info Center. If a client record is deleted, the name of the client is blank wherever that client is listed on the report.
  • Client Audit Detail
    The Client Audit Detail report shows original and new column values for each update, delete, and insert action performed on records in the Client Info Center. If a client record is deleted, the name of the client is blank if that client is listed in the report.
  • Client List
    The Client List provides a listing of your Clients from the Client Info Center. You can select other columns for the report to add a variety of other client information.
  • Client Mailing Labels
    You can print client mailing labels on a selection of standard Avery labels. You can also print mailing labels on labels that require other formatting.
  • Client Summary
    The Client Summary report shows all information entered in the Client Info Center, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.
  • Client Employee Assignment and Activity Status
    Use this report to help you identify clients that may need more attention.
Parent Topic: Report Descriptions Overview