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Client Details Report

 

The Client Details Report provides client information such as:

  • Client priority
  • Group name
  • Location name, type, and function
  • Street address, suburb, zone
  • Allocation and reception phone numbers
  • Professional names, designations, and statuses

1. Click on Reports.

 

2. Select Client Detail Report under Client Reports.

 

3. Click on Report to fetch the Client Details Report

 

4. Click Export Client to Excel to be able to save the report.