The Client Details Report allows users to search and obtain an in-depth report of client details. When running a report there are two different report options available: Report and Export Client to Excel.
For a detailed description of each type of report please view below.
How to access Client Details Report
The Report option allows the user to apply different filters to obtain a data set of clients matching the criteria.
The report provides the client details in the following format:
Export Client to Excel
The Export Client to Excel is data extract report that downloads an excel file directly to the computer and includes most fields that are available within the report options provided.
The Export to Excel option does not provide data based on the selected report options, it extracts all data available.
Please note: This is a different setting to the rest of the report within the system as it can be a great tool when analysing client’s data as it allows you to apply filters within the data set without the need to run a report each time.
By selecting the filter option, you can sort the data alphabetically or by text options as shown below.