Reporting

Clients Won report

The Clients Won report is a Client Management report that provides a list of clients that your firm "won." The report enables you to track the reasons that your firm is winning clients, and who referred clients to your firm.
note
This report is available only if your firm is licensed for the Client Management module.
To view and print the Clients Won report, choose File > Print Reports. In the
Print Reports
 screen, select Clients Won in the available reports pane and select the
Select
 button.
This report includes the following information:
  • ID:
     The client ID
  • Sort Name:
     The client name entered in the
    Sort
     field on the Clients setup screen
  • Office:
     Your firm’s office that is responsible for the client
  • Partner:
     The partner responsible for the client
  • Won Date:
     The date your firm "won" the client
  • Won Reason:
     The reason the client chose to do business with your firm
  • Referred By:
     Who or what referred the client to your firm (such as a client or advertisement)

This article applies to:

  • Product: DT Practice