The New Clients Between Dates report gives a simple list of jobs (projects) created between two dates.
New Clients Between Dates Report
This report gives a list and a count of new clients within a selected date range.
Go to Reports >> Performance Reports >> Clients and Jobs section >> click on ‘New Clients Between Dates’ and select the required from & to dates, and client owner if required.
Then click on ‘Report Options’ and select any of the options to view a list of new clients between the selected dates.
This report can be optionally filtered and/or grouped by Client Owner as below, by ticking the ‘Group By’ box for the Client Owner.
Understanding the Data
This report contains information on the job Create Date & Client Name in its basic form while the Client Owner is added in the grouped report.
This information is drawn from the client Details for page.
From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on any ‘Contact Name’ (client name) to view the client Details for page.
Abtrac KB# 2134