XPM: Report on new, archived and terminated clients
Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.
6
votes
Jodi O'Connell
shared this idea
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Narelle Sampson commented
This would be great - we do need it for reporting purposes...
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Melanie McPhillips commented
Would be great if there was a field auto-generated for profile creation and archived. Could run reports on new and lost entities/profiles.