Client reports
Client reports help you track growth, activity, and the sources of your client base.
Available views
All currently available views in this group are part of Reports PRO:
- New clients by date
- New clients by month
- Last visits
- Clients by referral source
- Clients by referred client
How to choose the right view
- New clients by date and New clients by month are for growth by period.
- Last visits is more suitable when you need an operational list of concrete clients and their latest activity.
- Clients by referral source shows where clients come from based on the acquisition source saved in the client profile.
- Clients by referred client is a separate view only for cases where another client is saved as the referring client.
What is useful to keep in mind
- Acquisition source and referred client are not the same thing.
- In summarized views, you can often open the client list behind the selected group.
- Some screens are better for analysis, while others behave more like an operational list from which you can open the actual client.
Important
- These are analytical views. For work on a specific client, use Clients.
- On screens with a generate button, files are prepared and then appear in Download generated reports.