CCH Axcess™ Reports Manager

Client Profile

The Client Profile report includes client information from the client profile as well as assignment and billing detail.

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 > Custom
  • Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
  • Security group profile > Functional rights > Reports > Firm Library > <report name>
  • Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
  • Security group profile > Functional rights > Practice > Time Capture > Transaction rate and amount (to include rates and amounts)
  • Security group profile > Functional rights > Practice > Time Capture > Transaction cost (to include costs)

Reports in Foundation that are Comparable

In Practice Management, the comparable report is Client Listing. In Practice Advantage, the comparable report is Client List.

Report Specifications

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

Options and Settings
Option Setting Description

Include Active Client Status

Yes/No

Includes or excludes clients with a status of active.

Include Inactive Clients

Yes/No

Includes or excludes clients with a status of inactive.

Include On Hold Clients

Yes/No

Includes or excludes clients with a status of on hold.

Include On Litigation Hold

Yes/No

Includes or excludes clients with a status of on litigation hold.

Include Terminated

Yes/No

Includes or excludes clients with a terminated status.

Include Prospect

Yes/No

Includes or excludes clients with a prospect class.

Include Provisional

Yes/No

Includes or excludes clients with a provisional class.

Include Client Addresses

Yes/No

Includes or excludes all client addresses.

Include Staff Assignments

Yes/No

Includes or excludes the client staff assignments, such as Partner or Manager.

Include Miscellaneous Information

Yes/No

Includes or excludes the client's Date Acquired, Fiscal Year End, and other miscellaneous information.

Include Billing Defaults

Yes/No

Includes or excludes billing defaults for the client.

Include WIP and AR Amounts

Yes/No

Includes or excludes current WIP and AR amounts.

Note: Detail is only included if you select Yes for Include Billing Defaults.

Include Business Affiliates With…

List

Includes or excludes business affiliate information for the client associate. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).

Include Referrals With…

List

Includes or excludes referrals information for the client associate. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).

Include Client Contacts With…

List

Includes or excludes the client contact information for the client. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).

Include Associate Contacts With…

List

Includes or excludes the associate contact information for the client. The options are: Basic (name, phone); Basic, all addresses/phones; and Basic, all addresses/phones (with email/IM).

Include Deleted Clients

Yes/No

Includes or excludes deleted client information.

Default Filters
There are no default filters for this report.
Optional Filters    
Available Fields

A/R Balance

Client Phone

Line of Business

A/R Limit

Client Primary Service Type

Local ID

Beg Bal A/R

Client Sub ID

Manager

Beg Bal WIP

Client Type

Office

Billable

Date Acquired

Phone Ext

Billing Address

Discount %

Primary Address

Billing Group

Fax Ext

Primary Client

Business Code

Federal ID

Primary Email Address

Business Unit

Finance Charge

Primary Partner

Class

Financial Reporting Client Group

Print Statement

Client

Fiscal Year End

Region

Client - Principal

Flat Rate

Reviewer Note

Client Bill Manager

Internal Billing Note

Shareable

Client DOB

Invoice Template

State ID

Client Fax

Language

Surcharge

Client Group

Last Bill Amount

Tax Type

Client ID

Last Bill Date

Web Address

Client ID.Sub ID

Last Payment Amount

WIP Balance

Client Name

Last Payment Date

WIP Limit

Client Office

Last Write Up/Down Amount

 

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Grouping    
Available Fields

Business Code

Client Name

Line of Business

Client

Client Office

Manager

Client - Principal

Client Primary Service Type

Primary Partner

Client Bill Manager

Client Sub ID

Return Group

Client ID

Client Type

Tax Type

Client ID.Sub ID

Financial Reporting Client Group

 

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Sorting  
Available Fields
Client ID.Sub ID Client Name

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.

Client Phone

The client primary phone number.

Phone Ext

The phone extension.

Client Fax

The client fax number.

Fax Ext

The fax extension.

Address & Phone Information

Name Line 2

The name entered in the 2nd name line on the General window of the client profile.

Note: This option does not apply to Individual client type.

Address

The client primary address.

Client DOB

The client date of birth (applies to Individual client types).

Sort Name

The client sort name.

Additional Addresses

Other addresses entered in the client profile.

Additional Phones

Other phone numbers entered in the client profile.

Email

The client email addresses.

Web Address

The client Web address.

IM Addresses

The client Instant Messenger addresses.

Provider

The Instant Messenger provider for each address.

Staff Assignments

Client Responsible Staff

The responsible staff assigned to the client.

Client Group

The client group.

Office

The client office.

Shareable

Indicates if a client is shared among multiple offices in the firm.

Business Code

The business code.

Region

The client region.

Client Type

The client type.

Business Unit

The client business unit.

Return Group

The client return group.

Department

The client department.

Miscellaneous Information

Date Acquired

The date the client was acquired.

Fiscal Year End

The client fiscal year end.

Class

The client class.

Primary Client

Indicates if the client is primary for billing decisions.

Status

Indicates the current status of the client.

Billing Information

Billable

Indicates if a client is billable.

Flat Rate

The client flat rate.

Discount %

The client discount percentage.

Finance Charge

The client finance charge.

Billing Address

The address that is marked as the billing address.

Billing Group

The name of the client billing group.

Invoice Template

The invoice template ID assigned to the client.

Language

The client language.

Surcharge

Indicates if the client is billed a surcharge.

Sales Tax Rate

The sales tax rate for the client.

Billing and Payment Dates

Last Bill Date

The date of the most recent invoice for the client.

Last Bill Amount

The amount of the most recent invoice for the client.

Last Write Up/Down Amount

The amount of the most recent write up/down for the client.

Last Payment Date

The date of the most recent payment received from the client.

Last Payment Amount

The amount of the most recent payment received from the client.

WIP Balance

The current balance of WIP for the client.

WIP Limit

The WIP limit for the client.

A/R Balance

The current balance of AR for the client.

A/R Limit

The AR limit for the client.

Beg Bal WIP

The beginning balance in WIP for the client.

Beg Bal A/R

The beginning balance in AR for the client.

Print Statement

Indicates if the client is set to print statements.

Reviewer Note

The reviewer note for the client.

Client Profile Sample Report

Note: The Client Profile report is a simple list if no grouping is selected, Client ID.Sub ID is selected for sorting, and no optional data is selected.