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Client Summary and Work In Progress Report

Updated: Jan 26, 2023

Within the Client table, there are two reports:

Both Reports can be found in the Client table by:

  • Scrolling all the way to the right

  • Clicking on the hyperlink.

1. The Client Summary Report

The Client Summary Report shows all of the client's information on one screen. The details of the Directors and Shareholders will also appear here for a quick overview.

2. The Work In Progress Report

This report shows a summary view of all the tasks for the client, broken down into:

  • Incomplete / In Progress Tasks

  • Completed Tasks

  • Invoiced Tasks


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