Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Reporting

Clients / Prospects Lost report

You can use the Clients/Prospects Lost report to get a list of clients or prospects that have been “lost” by your firm. You can track the reasons clients leave and the competitors (such as other firms or applications) they go to instead. This data will help you explore ways to retain clients and turn prospects into clients.

View and print the report

Select
File
,
Print Reports
,
Clients/Prospects Lost
 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.
  • Start Date:
     The date the client started doing business with your firm.
  • Lost Date:
     The date the client left your firm.
  • Loss Reason:
     The reason the client decided to leave your firm.
  • Lost To:
     The competitor or other entity to whom the client went upon leaving your firm.

This article applies to:

  • Product: Practice CS
  • Subject: Reports