Client (CLI) Reports

Client Role reporting allows to generate reporting based upon the Client > Role options and/or sub-role options. To generate a Role report we use Reports > Standard2 Reports > Client Reports > CLI008 – Clients Role Report You have a number of options when generating the role report from the…

In Reports > Standard2 Reports > Client > CLI041 Client Linked Reasons report you can report all clients that have links to other clients within the Profiler system. These links are defined on the Client > Links screen for each client, and the pre-build definitions for common reasons for being…

The Reports > Standard2 Reports > Clients > CLI006 – Client Interaction Report allows for the reporting of any types of interactions or notes that are made against clients. The input selection criteria allows for a number of optional options for finding the interactions made. This includes: The output options…