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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.

View and print the report

Select
File
,
Print Reports
, one of the reports under
Client Management
 in the
Available reports
 pane, then
Select
.

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