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 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.
Wallet balances is an operational list of clients with positive, negative, zero, or non-zero balance and is the best choice when you need to find clients with available balance or a problematic wallet state.
Wallet movements is the ledger view of client wallet activity by date, type, reason, and operator.
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.

Acquisition source and referred client are not the same thing.
Wallet balances and Wallet movements complement each other: the first view answers who has balance, while the second explains where the movement comes from.
From Wallet balances you can drill down directly to Wallet movements for a specific client.
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.

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.

"Wallet balances" shows the current balance per client. "Wallet movements" shows where the changes in that balance come from.

Use "Wallet balances". It is the best view when you need the current available balance by client.

Yes. From "Wallet balances" you can drill down directly to "Wallet movements" for a specific client.