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Reporting

Client Management Reports

If you're licensed for the Client Management module, you can use the client management reports available in the
Print Reports
 screen. Client management reports help you track and manage your firm’s relationships with its clients. You can print reports to help you analyze why your firm wins or loses clients, and to track interactions with various firm contacts.
note
Some terms used in these reports are firm terminology variables. Your firm might use different terms for some items. To view the default terms for these items, select
Help
, then
Enable Default Terminology
.

View and print the report

Select
File
,
Print Reports
, one of the reports under
Client Management
 in the
Available reports
 pane, then
Select
.
tip
If you get an SQL Server error with invalid column name messages when you print a report, press and hold the
Shift
 key when you select the report. This will clear any filters.

Client management reports

  • Clients Won
  • Clients/Prospects Lost
  • Interaction Listing
Another related report, the Contacts report, is under
Lists
 in the
Print Reports
 screen. This report is available to all. Use it to view your firm’s contacts. You can also group contacts by the clients they're related with.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports