Client Profile

The Client Profile report includes client information from the client profile as well as assignment and billing detail.

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 > Custom
Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
Security group profile > Functional rights > Reports > Firm Library > <report name>
Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Security group profile > Functional rights > Practice > Time Capture > Transaction rate and amount (to include rates and amounts)
Security group profile > Functional rights > Practice > Time Capture > Transaction cost (to include costs)

Reports in Foundation that are Comparable

In Practice Management, the comparable report is Client Listing. In Practice Advantage, the comparable report is Client List.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option	Setting	Description
Include Active Client Status	Yes/No	Includes or excludes clients with a status of active.
Include Inactive Clients	Yes/No	Includes or excludes clients with a status of inactive.
Include On Hold Clients	Yes/No	Includes or excludes clients with a status of on hold.
Include On Litigation Hold	Yes/No	Includes or excludes clients with a status of on litigation hold.
Include Terminated	Yes/No	Includes or excludes clients with a terminated status.
Include Prospect	Yes/No	Includes or excludes clients with a prospect class.
Include Provisional	Yes/No	Includes or excludes clients with a provisional class.
Include Client Addresses	Yes/No	Includes or excludes all client addresses.
Include Staff Assignments	Yes/No	Includes or excludes the client staff assignments, such as Partner or Manager.
Include Miscellaneous Information	Yes/No	Includes or excludes the client's Date Acquired, Fiscal Year End, and other miscellaneous information.
Include Billing Defaults	Yes/No	Includes or excludes billing defaults for the client.
Include WIP and AR Amounts	Yes/No	Includes or excludes current WIP and AR amounts. Note: Detail is only included if you select Yes for Include Billing Defaults.
Include Business Affiliates With…	List	Includes or excludes business affiliate information for the client associate. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).
Include Referrals With…	List	Includes or excludes referrals information for the client associate. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).
Include Client Contacts With…	List	Includes or excludes the client contact information for the client. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).
Include Associate Contacts With…	List	Includes or excludes the associate contact information for the client. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).
Include Deleted Clients	Yes/No	Includes or excludes deleted client information.

Default Filters
There are no default filters for this report.

Optional Filters
Available Fields
A/R Balance	Client Phone	Line of Business
A/R Limit	Client Primary Service Type	Local ID
Beg Bal A/R	Client Sub ID	Manager
Beg Bal WIP	Client Type	Office
Billable	Date Acquired	Phone Ext
Billing Address	Discount %	Primary Address
Billing Group	Fax Ext	Primary Client
Business Code	Federal ID	Primary Email Address
Business Unit	Finance Charge	Primary Partner
Class	Financial Reporting Client Group	Print Statement
Client	Fiscal Year End	Region
Client - Principal	Flat Rate	Reviewer Note
Client Bill Manager	Internal Billing Note	Shareable
Client DOB	Invoice Template	State ID
Client Fax	Language	Surcharge
Client Group	Last Bill Amount	Tax Type
Client ID	Last Bill Date	Web Address
Client ID.Sub ID	Last Payment Amount	WIP Balance
Client Name	Last Payment Date	WIP Limit
Client Office	Last Write Up/Down Amount

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping
Available Fields
Business Code	Client Name	Line of Business
Client	Client Office	Manager
Client - Principal	Client Primary Service Type	Primary Partner
Client Bill Manager	Client Sub ID	Return Group
Client ID	Client Type	Tax Type
Client ID.Sub ID	Financial Reporting Client Group

Sorting
Available Fields
Client ID.Sub ID	Client Name

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.
Client Phone	The client primary phone number.
Phone Ext	The phone extension.
Client Fax	The client fax number.
Fax Ext	The fax extension.
Address & Phone Information
Name Line 2	The name entered in the 2nd name line on the General window of the client profile. Note: This option does not apply to Individual client type.
Address	The client primary address.
Client DOB	The client date of birth (applies to Individual client types).
Sort Name	The client sort name.
Additional Addresses	Other addresses entered in the client profile.
Additional Phones	Other phone numbers entered in the client profile.
Email	The client email addresses.
Web Address	The client Web address.
IM Addresses	The client Instant Messenger addresses.
Provider	The Instant Messenger provider for each address.
Staff Assignments
Client Responsible Staff	The responsible staff assigned to the client.
Client Group	The client group.
Office	The client office.
Shareable	Indicates if a client is shared among multiple offices in the firm.
Business Code	The business code.
Region	The client region.
Client Type	The client type.
Business Unit	The client business unit.
Return Group	The client return group.
Department	The client department.
Miscellaneous Information
Date Acquired	The date the client was acquired.
Fiscal Year End	The client fiscal year end.
Class	The client class.
Primary Client	Indicates if the client is primary for billing decisions.
Status	Indicates the current status of the client.
Billing Information
Billable	Indicates if a client is billable.
Flat Rate	The client flat rate.
Discount %	The client discount percentage.
Finance Charge	The client finance charge.
Billing Address	The address that is marked as the billing address.
Billing Group	The name of the client billing group.
Invoice Template	The invoice template ID assigned to the client.
Language	The client language.
Surcharge	Indicates if the client is billed a surcharge.
Sales Tax Rate	The sales tax rate for the client.
Billing and Payment Dates
Last Bill Date	The date of the most recent invoice for the client.
Last Bill Amount	The amount of the most recent invoice for the client.
Last Write Up/Down Amount	The amount of the most recent write up/down for the client.
Last Payment Date	The date of the most recent payment received from the client.
Last Payment Amount	The amount of the most recent payment received from the client.
WIP Balance	The current balance of WIP for the client.
WIP Limit	The WIP limit for the client.
A/R Balance	The current balance of AR for the client.
A/R Limit	The AR limit for the client.
Beg Bal WIP	The beginning balance in WIP for the client.
Beg Bal A/R	The beginning balance in AR for the client.
Print Statement	Indicates if the client is set to print statements.
Reviewer Note	The reviewer note for the client.

Client Profile Sample Report

Note: The Client Profile report is a simple list if no grouping is selected, Client ID.Sub ID is selected for sorting, and no optional data is selected.