Client List
The Client List report allows firms to view or print basic information about clients, such as addresses, phone numbers, email addresses, and statuses.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > <Client Profile Report>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management and Practice Advantage, there are no comparable reports. This is a new standard report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Client list type |
List |
Includes client address or phone number and email address. |
Include client address type |
List |
Includes or excludes the address type set up for the client, if Address is selected for the Client list type. |
Include client email type |
List |
Includes or excludes the email type set up for the client, if Phone/Email is selected for the Client list type. |
Include client phone type |
List |
Includes or excludes the phone type set up for the client, if Phone/Email is selected for the Client list type. |
Include client status |
Yes/No |
Includes or excludes the client status. |
Include deleted clients |
Yes/No |
Includes or excludes information for deleted clients. |
Include client count |
Yes/No |
Includes or excludes the number of clients for the report. |
Include client address for entity... |
List |
Includes or excludes the selected address type for the sponsor/employer or administrator. |
Default Filters |
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There are no default filters for this report. |
Optional Filters | |
---|---|
Available Fields | |
Client Business Unit |
Client Region |
Client Class |
Client Responsible Staff |
Client ID |
Client Status |
Client ID.Sub ID | Client Type |
Client Name |
Financial Reporting Client Group |
Client Office |
Line of Business |
Client Primary Service Type | ZIP/Postal Code |
Grouping | |
---|---|
Available Fields | |
Client Business Unit |
Client Responsible Staff |
Client Class |
Client Status |
Client ID |
Client Type |
Client Office | Financial Reporting Client Group |
Client Primary Service Type | Line of Business |
Client Region | ZIP/Postal Code |
Sorting | |
---|---|
Available Fields | |
Client Business Unit |
Client Region |
Client Class |
Client Type |
Client ID |
Financial Reporting Client Group |
Client ID.Sub ID | Line of Business |
Client Name |
State |
Client Office |
ZIP/Postal Code |
Client Primary Service Type |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Client ID/Sub-ID |
The client ID and sub-ID (Client ID.Sub-ID). |
Client Name |
The client name. |
Address |
The address for the type selected. |
City |
The client's city. |
State |
The client's state. |
ZIP/Postal Code |
The client's ZIP or postal code. |
|
The email address for the type selected. |
Phone | The phone number for the type selected. |
Phone Ext | The phone number extension for the type selected. |
Status | The client's status. |
Client Count | The number of clients included in the report. |
Client List Sample Report