Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Reporting

Clients Won report

The Clients Won report is a Client Management report, which you can use to get a list of clients that your firm has "won". With this report, you can track the reasons why your firm has won clients, and who has referred clients to your firm.

View and print the report

Select
File
,
Print Reports
,
Clients Won
 in the available reports pane, then
Select
.

Included in the report

  • 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 decided to do business with your firm.
  • Referred By:
     Who or what referred the client to your firm (such as a client or the advertisement).

This article applies to:

  • Product: Practice CS
  • Subject: Reports