Client List

The Client List report allows firms to view or print basic information about clients, such as addresses, phone numbers, email addresses, and statuses.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

• Security group profile > Functional rights > Reports > Shared Library > Shared Views
• Security group profile > Functional rights > Reports > Firm Library > <Client Profile Report>

Note: The Client Profile and Client List reports use the same Firm Library permission.

• Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Reports in Foundation that are Comparable

In Practice Management and Practice Advantage, there are no comparable reports. This is a new standard report.

Report Specifications

The following report options and filters are available to determine the report contents.

Options and Settings
Option	Setting	Description
Client list type	List	Includes client address or phone number and email address.
Include client address type	List	Includes or excludes the address type set up for the client, if Address is selected for the Client list type.
Include client email type	List	Includes or excludes the email type set up for the client, if Phone/Email is selected for the Client list type.
Include client phone type	List	Includes or excludes the phone type set up for the client, if Phone/Email is selected for the Client list type.
Include client status	Yes/No	Includes or excludes the client status.
Include deleted clients	Yes/No	Includes or excludes information for deleted clients.
Include client count	Yes/No	Includes or excludes the number of clients for the report.
Include client address for entity...	List	Includes or excludes the selected address type for the sponsor/employer or administrator.

Default Filters
There are no default filters for this report.

Optional Filters
Available Fields
Client Business Unit	Client Region
Client Class	Client Responsible Staff
Client ID	Client Status
Client ID.Sub ID	Client Type
Client Name	Financial Reporting Client Group
Client Office	Line of Business
Client Primary Service Type	ZIP/Postal Code

Grouping
Available Fields
Client Business Unit	Client Responsible Staff
Client Class	Client Status
Client ID	Client Type
Client Office	Financial Reporting Client Group
Client Primary Service Type	Line of Business
Client Region	ZIP/Postal Code

Sorting
Available Fields
Client Business Unit	Client Region
Client Class	Client Type
Client ID	Financial Reporting Client Group
Client ID.Sub ID	Line of Business
Client Name	State
Client Office	ZIP/Postal Code
Client Primary Service Type

Report Fields

The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.

Report Fields
Field	Description
Client ID/Sub-ID	The client ID and sub-ID (Client ID.Sub-ID).
Client Name	The client name.
Address	The address for the type selected.
City	The client's city.
State	The client's state.
ZIP/Postal Code	The client's ZIP or postal code.
Email	The email address for the type selected.
Phone	The phone number for the type selected.
Phone Ext	The phone number extension for the type selected.
Status	The client's status.
Client Count	The number of clients included in the report.

Client List Sample Report