The Clients by Client Office report gives a list of clients by each client office.
Clients by Client Office Report
Go to Reports >> Performance Reports >> Clients and Jobs >> click on Clients by Client Office >> select from the filters on the right.
You can optionally filter the report by Client Office, Client and filter and/group by Client Owner.
Now click on the ‘Report Options’ button. Select any of the preview options to preview a list of ‘Clients by Client Office’.
Understanding the data
The Clients by Client Office report shows the following information-
- Client Code
- Client Name
- Billing Recipient
- Billing Recipient Email
- Client Owner and
- Client Owner 2
From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on any ‘Contact Name’ to view the client Details for page.
The Client code, Client name, Office, Client Owner and Client Owner 2 for this report comes from the ‘Details’ tab in the Details for client page.
The Billing Recipient and Billing Recipient Email are from the ‘Invoice Defaults’ tab in the Details for client page.
Abtrac KB# 2140