CLI006 – Interaction Reports
The Reports > Standard2 Reports > Clients > CLI006 – Client Interaction Report allows for the reporting of any types...
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PAY023 – Re-Engaged Clients Payments
The Reports > Standard2 Reports > Payments > CLI023 Re-Engaged Clients report allows you to identify clients who have not... -
The “View Clients in the Browse List” option
When inside the Reports > Browse List you have an option to view the clients who are currently in the... -
Disabling Basic Financial Information on Browse List Exports
By default, when exporting data from Reports > Browse List and choosing the Export as a Report some extra columns... -
Add a Dynamic Report to my Dashboard
As discussed in the Dynamic Reports section – a dynamic report is a stored criteria that is analyised every time... -
PrizeFiler – Competitions – Winners
To view a report on-screen or exportable as CSV or PDF of the winners of a specific competition you can...