Client Investment Analysis report
The Client Investment Analysis report shows both WIP and A/R aging to help identify unbilled WIP and uncollected receivables that the firm is at risk of losing. You can use filters, date ranges, and client-based groupings to customize the report results.
To view and print the Client Investment Analysis report, choose File > Print Reports. In the
Print Reports
screen, select Client Investment Analysis in the available reports pane and then the Select
button.- ID, Name/Description: ID and names of the items you have selected for grouping the report
- End Bal: Total of all unbilled WIP or uncollected receivables for the displayed client
- Total Exposure: Total of all A/R and WIP aging groups
- %: Total WIP or A/R divided by the Total WIP or A/R for all clients
- Last Invoice/Pmt Date: The date of the last invoice (invoice date) for the displayed client, and the last date of receipt for that client
- Last Invoice/Pmt Amount: The amount of the last invoice for the displayed client, and the last receipt amount for that client
note
When you enable security privileges for a report on the Security Groups setup screen, [[product_name]] may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
Privileges changed
pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
- Menu > Setup Menu > Clients > View
If your firm has multiple offices, you may want to rescind privileges to information for other offices.