CLI006 – Interaction Reports The Reports > Standard2 Reports > Clients > CLI006 – Client Interaction Report allows for the reporting of any types...
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...