There are two reports available from the Client Details Actions menu:
Matters for Client
Client Details Report
For full details of using reports in ALB, see Reports.
Matters for Client Report is a list of matters for a client, taken from the Matters tab.
To create a Matters for Client Report:
With the client you want to report on displayed on Client Details, click the Actions menu and select Matters for Client.
Client Details Report is a summary of information about a client, taken from the Contact Details, General Details, Individual Details and Matters tabs.
To create a Client Details Report:
With the client you want to report on displayed on Client Details, click the Actions menu and select Client Details.
This report lists those clients that are currently flagged to prevent new matters being created against them.
To create a Prevent New Matters Listing report ...
From the Report Manager, under the PMS / Clients folder, select the report Prevent New Matters Listing.
Click on the Preview button to display the report.
The report can be switched on for users under the Features tab in the Reports section.
Related topics
Reports