Clients
Clients
Purpose
The
purpose of
the Clients report is
to show realization details for any
number of
clients at
one time.
Navigation
To navigate to
the Clients report, select Clients (1)
from the
list of
pages on
the left side of
your screen. Once you are in the Clients
page, you can use the buttons along the bottom
(2) to switch between client-focused reports. Clients is the first of
these buttons.
Cards
There is one
card (3)
at the
top of
the report. It shows the total number of
clients displayed on the
report.
Filters
The filters can
always be
found on
the left side of
your screen (4). Filters will vary by firm, so yours may not match exactly what
is shown in this demo.
Visuals
Client Realization Detail (5): shows realization details by client.
Drill Throughs
Note: not all
clients use
every page, so some lines in
the drill through charts may not
apply to
you.
Drill through from this report
|
Right-click on this field On this visual To get to this report |
||
|
Client Name |
Client Realization Detail |
Client Scorecard |
|
Client Name |
Client Realization Detail |
Cash Receipts |
Drill through to this report
There are no
drill throughs to this report.
Updated April 2022
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