Client Details Listing Report

The Client Details Listing report option gives detailed information on the client with respect to identification details, invoice defaults, branches, people and job detail.

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How to generate the Client Details Listing Report

Go to Reports >> Performance Reports >> Clients and Jobs >> click on Client Details Listing

Select the required filter options on the right. This report can be filtered by Client Office or by Client.

Now click on the ‘Report Options’ button on the top right and select any of the preview options to see a preview of ‘Client Details Listing’. You can also export this information if you select ‘Preview with Export Options’.

Understanding the Data

The information in this report is accessed from Clients, Contacts & Jobs >> Search Clients and Jobs >> click on any ‘Contact Name’ (client name) to view the Details for page.

Client details are drawn from the tab Details.

Invoice defaults are drawn from the Invoice Defaults tab.

Branches details are drawn from the Address tab.

People details are from the People tab.

Click on the Jobs tab and then click on a Job Code to see the job details mentioned in this report.

Abtrac KB# 2132

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