New Clients Acquired Report

Introduction

The New Clients Acquired Report provides information about the new clients acquired in the system within the specified date range according to the selected Client Status and Location Type.

The Client Acquired Report shows the Office Number, Client Number, Client Department, Client Formal Name, Client Informal Name, Internal Acct, Address, Contact Name, and Telephone Number.

How to Access New Clients Acquired Report?

To access the New Clients Acquired Report:

Click Reports → Client Reports → New Clients Acquired Report

How to Generate this Report?

The New Clients Acquired Report is generated based on the selected From Date, To Date, Client Status, and Location Type.

In the New Clients Acquired Report page:

Select the From Date of the reporting period. This is the mandatory field
Select the To Date of the reporting period. Note that if the 'To Date' is not specified, the system will automatically use the current date as the default
Select the Client Status. The status can be Client Active, Client Future Opportunity, Client Inactive, Client Suspended, and Client Terminated
Select Location Type. The Location Type can be Admin, Service, Delivery, or Admin and Service
On clicking Apply, the report will be generated, displaying all clients acquired within the specified date range according to the selected Client Status and Location Type

Sample Figure of the Downloaded Report

The New Clients Acquired Report can be downloaded in PDF or CSV formats.

To export the report in the CSV Format, click Export → CSV
The New Clients Acquired Report is downloaded and exported into CSV format as shown in the figure below

Field Name	Description
Office Number	Shows the office code associated with the client's relationship office.
Client Number	Shows the Client ID.
Client Department	The Client Department will not be displayed.
Client Formal Name	Shows the Client's Name.
Client Informal Name	Shows the Client's Informal Name (if any).
Internal Acct? Y/N	Shows whether the Internal Account is set to Yes (Y) or No (N), with the default value set to 'N'.
Address line 1 Address line 2 Address line 3	Shows the Client's Address details.
City	Shows the Client's Suburb.
State Code	Shows the Client's State Code.
Post Code	Shows the Client's Postal Code.
Contact Name	Shows the professional's name.
Telephone Area Code	Shows the country code associated with the client's address.
Telephone Number	Shows the Client's Telephone Number.

To export the report in the PDF Format, click Export → PDF
The New Clients Acquired Report is downloaded and exported into PDF format as shown in the figure below